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COMBINED INVESTMENT STATEMENT AND SHORT FORM PROSPECTUS DATED 7 APRIL 2010 FOR A PRONOUNCEABLE PRORATE 8 FOR 3 RIGHTS ISSUE OF ORDINARY SHARES IN NZ WINDFALLS LIMITED AT $0.15 PER SHARE Lead Manager
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How to fill out a combined investment statement:

01
Gather all relevant investment documents, including account statements, transaction records, and any other supporting documentation.
02
Begin by entering your personal information accurately and completely. This includes your name, contact details, and any identifying numbers or codes provided by your investment institution.
03
Proceed to the section where you need to fill out the details of your investment holdings. Provide the name of each investment, the type of security or asset, the number or amount of units held, and the current market value.
04
Next, record any income earned from your investments. This may include dividends, interest payments, or capital gains. Specify the amount received for each investment and ensure that it is accurately entered.
05
If applicable, document any fees or expenses associated with your investments. This might include management fees, transaction costs, or advisory fees that are deducted from your investment accounts.
06
Include any taxes that have been withheld or paid on your investments, indicating the type of tax, the amount, and the relevant tax year.
07
If you have made any additions or withdrawals to your investment accounts during the reporting period, make sure to record these accurately, including the amount and the purpose of the transaction.
08
Review the completed combined investment statement for accuracy and completeness. Make any necessary corrections before submitting it to the relevant parties.

Who needs a combined investment statement:

01
Individuals who have multiple investment accounts across different financial institutions may need a combined investment statement to consolidate their investment holdings into a single document for ease of tracking and analysis.
02
Investors who hold a diverse range of investment types, such as stocks, bonds, mutual funds, or real estate investments, may find it convenient to have a combined investment statement to gain a comprehensive view of their portfolio.
03
Financial advisors or investment professionals who manage the investments of their clients may use a combined investment statement to provide clear and concise reports on the performance and composition of their clients' investment portfolios.
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Combined investment statement is a financial document that combines all investments made by an individual or entity.
Individuals or entities that have multiple investments and need to report them in one consolidated statement.
Fill out the required information regarding each investment, including the type, amount, date of acquisition, and current value.
The purpose of the combined investment statement is to provide a clear overview of all investments in one document for better financial planning and tracking.
Information such as type of investment, amount invested, date of acquisition, current value, and any income or losses incurred.
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