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Clime Australian Value Fund Product Disclosure Statement Important Information Total Fund Services Limited (TFS or we, our) is the responsible entity of the Clime Australian Value Fund ARSON 126 118

How to fill out clime australian value fund

How to fill out Clime Australian Value Fund:

1. Visit the Clime Asset Management website or go directly to their online platform for fund applications.
2. Click on the "Apply Now" button to start the application process.
3. Provide your personal information, including your full name, contact details, and residential address.
4. Verify your identification by uploading relevant documents such as a copy of your passport or driver's license.
5. Choose the type of investment you wish to make in the Clime Australian Value Fund, whether it's an initial investment, additional investment, or superannuation investment.
6. Determine the amount you want to invest in the fund and specify your preferred investment frequency (one-off or regular contributions).
7. Review all the terms and conditions associated with investing in the Clime Australian Value Fund.
8. Complete any additional requirements or forms that may be necessary, such as providing your Tax File Number or selecting your distribution preference.
9. Double-check all the information you have entered for accuracy and submit the application.
10. Wait for confirmation of your application and further instructions from Clime Asset Management.

Who needs Clime Australian Value Fund:

1. Individuals looking for long-term capital growth: The Clime Australian Value Fund is designed to provide investors with exposure to quality Australian shares that have the potential for long-term capital appreciation.
2. Investors seeking professional fund management: Clime Asset Management, the company managing the Clime Australian Value Fund, has a team of experienced investment professionals who actively manage the fund's portfolio to maximize returns and minimize risks.
3. Those interested in a diversified portfolio: The Clime Australian Value Fund invests in a selection of quality Australian companies across various sectors, aiming to provide investors with diversification benefits and reduce exposure to individual stock risks.
4. Investors who value transparency and regular reporting: Clime Asset Management provides regular updates on the fund's performance and holdings, allowing investors to stay informed about their investment.
5. Individuals with a long-term investment horizon: The Clime Australian Value Fund aims to deliver strong investment returns over the long term, making it suitable for investors who are willing to stay invested for an extended period.

Remember that before making any investment decisions, it's essential to consider your own financial goals, risk tolerance, and seek professional financial advice if needed.

For pdfFiller’s FAQs

What is clime australian value fund?

Clime Australian Value Fund is an investment fund that focuses on Australian value stocks.

Who is required to file clime australian value fund?

Investment firms or individuals who have holdings in the Clime Australian Value Fund are required to file the necessary documents.

How to fill out clime australian value fund?

To fill out the Clime Australian Value Fund, individuals need to provide information about their investments in the fund, including holdings and performance.

What is the purpose of clime australian value fund?

The purpose of Clime Australian Value Fund is to provide investors with exposure to Australian value stocks and potentially generate returns.

What information must be reported on clime australian value fund?

Information such as holdings, performance, and any changes in the fund's strategy must be reported on the Clime Australian Value Fund.

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