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This document is an Investment Statement for the purposes of the Securities Act 1978, providing vital information to investors regarding the Westpac Active Series, including investment options, charges,
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How to fill out westpac active series investment
How to fill out Westpac Active Series Investment Statement
01
Obtain the Westpac Active Series Investment Statement form from the Westpac website or your local branch.
02
Begin by entering your personal details, including your name, address, and contact information.
03
Provide your investment account number associated with the Westpac Active Series.
04
Fill out the sections related to your investment preferences, including risk tolerance and investment goals.
05
Review your current investment portfolio information and ensure it is accurately reflected in the statement.
06
Complete any required declarations or agreements, confirming your understanding of the investment strategy.
07
Carefully review the completed form for accuracy and completeness.
08
Submit the form as directed, either online or in person at a Westpac branch.
Who needs Westpac Active Series Investment Statement?
01
Individuals looking to invest in the Westpac Active Series.
02
Current Westpac Active Series investors needing to update their investment information.
03
Financial advisors who assist clients with their Westpac Active Series investments.
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People Also Ask about
Is Westpac KiwiSaver active or passive?
All Westpac KiwiSaver funds are actively managed.
What is the income fund strategy?
There are two ways to build an income investing strategy around dividend stocks: buying individual stocks or owning dividend ETFs. Between the two, a dividend ETF approach is more passive since you just have to choose one fund, rather than buying and selling individual shares of stock.
What types of investments does Westpac offer?
With Westpac Share Trading, you can trade Australian and international shares, as well as options, warrants, ETFs and more.
What does Westpac KiwiSaver invest in?
The fund is designed to make a positive return in the long-term. This fund invests 80% of its money in growth assets (equities, listed property and alternative assets such as hedge funds and absolute return funds), with 20% exposure to income assets (cash and cash equivalents and fixed interest).
What is the income protection for Westpac?
Income protection can cover up to 70% of your monthly income for a defined period of time if you suffer a loss of income due to sickness or injury, which may help you focus on getting back on your feet.
What is the Westpac active income strategies trust?
The Income Strategies Trust aims to provide stable returns over the short to medium term. The fund invests in a diversified range of income assets. Volatility is expected to be the lowest of the funds in the Westpac Active Series. The fund closed to new investment on 18 April 2019.
What is the purpose of the Westpac strategy?
Westpac's purpose is taking action now to create a better future. It's what we do, who we are and why we come to work every day. What's most important to us is understanding what a better future means to our customers — and taking action now to help them achieve it.
What percentage of growth assets does the Westpac KiwiSaver Scheme High Growth fund invest in?
What this fund invests in. AssetsTypeTarget investment mix International equities Growth 68% Australasian equities Growth 26% Listed property Growth 6%
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What is Westpac Active Series Investment Statement?
The Westpac Active Series Investment Statement is a financial document that provides detailed information about investment products offered by Westpac, allowing investors to understand the features, risks, and costs associated with those investments.
Who is required to file Westpac Active Series Investment Statement?
Westpac and its associated investment managers who offer investment products are required to file the Westpac Active Series Investment Statement to ensure compliance with regulatory obligations.
How to fill out Westpac Active Series Investment Statement?
To fill out the Westpac Active Series Investment Statement, investors need to provide relevant personal and financial information, including details about the investment products, risk assessments, and any fees associated with the investment.
What is the purpose of Westpac Active Series Investment Statement?
The purpose of the Westpac Active Series Investment Statement is to inform investors about the investment options available, including the potential returns and risks, to facilitate informed decision-making.
What information must be reported on Westpac Active Series Investment Statement?
The Westpac Active Series Investment Statement must report information such as investment performance, fees, risk levels, and terms and conditions associated with the investment products.
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