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A Registered to BPAY Pty Ltd ABN 69 079 137 518 B Asset Transfer Amounts External In-specie Transfers Each external asset transfer will require a completed Australia Standard Transfer Form ASTF to be attached Asset transfer amounts are the value of managed funds that you are transferring to your account. ONGOING ADVISER FEE The Ongoing adviser fee can be a flat fee dollar and/or a percentage amount per annum or based on a sliding scale. Assets must be sold down to cash prior to transfer. For...
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William Buck Portfolio Service is a financial service that helps clients manage their investment portfolios.
Clients who utilize William Buck Portfolio Service are required to file it.
To fill out William Buck Portfolio Service, clients need to provide information about their investments and financial goals.
The purpose of William Buck Portfolio Service is to help clients make informed decisions about their investments and achieve their financial objectives.
Information such as asset allocation, investment performance, and risk tolerance must be reported on William Buck Portfolio Service.
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