Get the free APPLICATION FORM - BetaShares

FORMS APPLICATION FORM Beta Shares ETFs Product Disclosure Statement dated 2 December 2010 issued by Beta Shares Capital Ltd, ABN 78 139 566 868, ADSL 341181 as Responsible Entity. Please note: This

How to fill out application form - betashares

How to fill out application form - Betashares:

1. Start by downloading the application form from the Betashares website or requesting a physical copy from their customer service.
2. Carefully read all the instructions provided on the form to ensure you understand the requirements and any supporting documentation needed.
3. Begin by filling out your personal details, such as your full name, date of birth, address, and contact information.
4. Provide your tax file number (TFN) or exemption code, as well as your Australian Business Number (ABN) if applicable.
5. Indicate the type of account you wish to open with Betashares, such as an individual, joint, company, or trust account.
6. Specify the investment options you are interested in, whether it's a specific fund or a selection of funds.
7. Determine the method of payment and provide the necessary information, such as your bank account details if setting up a direct debit facility, or provide a check if paying by that method.
8. If applying for a Self-Managed Super Fund (SMSF), provide all relevant details, including the name of the fund, trustee details, and supporting documentation.
9. Review your application form to ensure all information is accurate and complete, and attach any supporting documents required, such as identification or proof of address.
10. Sign and date the application form, and if applicable, have the form witnessed by an appropriate person as stated in the instructions.

Who needs application form - Betashares?

1. Individuals looking to invest in Betashares' funds or products need to fill out the application form.
2. Entities such as joint accounts, companies, and trusts interested in investing with Betashares also need to complete the application form.
3. Investors who want to set up a Self-Managed Super Fund (SMSF) and include Betashares' products in their portfolio will need to fill out the application form specific to SMSF accounts.

Remember, it's always important to carefully read the instructions and guidelines provided on the application form to ensure accurate and complete information. Additionally, if you have any specific questions or concerns, it's recommended to contact Betashares' customer service for clarification and assistance.

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What is application form - betashares?

The application form for betashares is a document used to apply for investment products offered by Betashares.

Who is required to file application form - betashares?

Any individual or entity interested in investing in Betashares products is required to file the application form.

How to fill out application form - betashares?

To fill out the application form for Betashares, investors need to provide personal information, investment details, and agree to the terms and conditions.

What is the purpose of application form - betashares?

The purpose of the application form for Betashares is to collect necessary information from investors to process their investment requests.

What information must be reported on application form - betashares?

Information such as investor's name, contact details, investment amount, and investment preferences must be reported on the Betashares application form.