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To: Phillip Securities PTE Ltd 250 North Bridge Road #0600 Raffles City Tower Singapore 179101 Dear Sir/MDM, CONVERSION OF CASH TRADING ACCOUNT TO PHILLIP CASH MANAGEMENT ACCOUNT EXCESS FUNDS AUTHORIZATION

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How to fill out conversion from cash trading

How to fill out conversion from cash trading:

01

Determine the amount of cash you wish to convert into a different form of trading. This could be stocks, bonds, or any other financial instrument.

02

Research different options for the conversion. Look into the potential investment opportunities, risks involved, and potential returns.

03

Consult with a financial advisor or broker to discuss your goals and options. They can provide guidance on the conversion process and help you make informed decisions.

04

Fill out the necessary paperwork for the conversion. This may involve providing personal information, financial details, and specifying the exact investment vehicle you wish to convert into.

05

Follow any additional instructions provided by your financial institution or broker. They may require you to sign additional forms or provide additional documentation.

06

Monitor the conversion process closely. Keep track of any updates or changes in the value of your investment.

07

Once the conversion is complete, regularly review and assess the performance of your new investment. Make sure the conversion is aligned with your financial objectives and adjust your strategy if necessary.

Who needs conversion from cash trading?

01

Individuals who have a significant amount of cash and are looking to diversify their investment portfolio may need to consider converting from cash trading.

02

Investors who want to take advantage of different market opportunities or explore new investment vehicles might opt for conversion from cash trading.

03

Those who have a long-term financial goal and are willing to take on some level of risk to potentially earn higher returns could benefit from converting from cash trading.

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