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GPS INVESTMENT FUND LIMITED ADSL No: 383080 ABN: 40 145 378 383 Investor Services: 1800 999 109 GPS INVEST POOLED FUND APPLICATION FORM 1: INDIVIDUALS AND SOLE TRADERS Issue Date 11 March 2016 This
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How to fill out gps investment fund limited
How to fill out GPS Investment Fund Limited?
01
Start by gathering all necessary information and documents required for filling out the GPS Investment Fund Limited application. This may include personal identification, financial statements, tax forms, and any other relevant supporting documents.
02
Begin filling out the application form by providing accurate and up-to-date personal information, such as your full name, contact details, date of birth, and citizenship.
03
Next, provide information about your investment objectives and risk tolerance. This helps the GPS Investment Fund Limited understand your financial goals and tailor their investment strategy accordingly.
04
Specify the amount you intend to invest in the GPS Investment Fund Limited. This could be a one-time lump sum investment or regular contributions over time.
05
Indicate your preferred investment options, such as asset allocation strategies or specific funds offered by GPS Investment Fund Limited. If you're unsure, seek guidance from a financial advisor or conduct thorough research to make an informed decision.
06
Provide any other requested information related to your financial situation, such as your annual income, net worth, and investment experience. It is essential to provide accurate information to ensure suitable investment recommendations.
07
Review all the entered information before submitting the application. Double-check for any errors or omissions to ensure the accuracy of the provided details.
08
If required, sign and date the application form to complete the filling process. It is crucial to read and understand any terms and conditions associated with the investment fund agreement.
Who needs GPS Investment Fund Limited?
01
Individuals looking to grow their wealth through professional investment management services.
02
Those who want a diversified investment portfolio without actively managing it themselves.
03
Investors seeking exposure to different asset classes, such as stocks, bonds, and alternative investments.
04
Individuals who want access to expert investment advice and insights.
05
People who prefer a hands-off approach to investment management and value convenience.
Remember, it is always recommended to consult with a financial advisor or conduct thorough research before making any investment decisions.
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