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INVESTMENT STATEMENT & APPLICATION FORM
PREPARED AT 1 OCTOBER 2014
important information
(The information in this section is required under the Securities Act 1978.)
Investment decisions are very
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How to fill out fisher funds premium service

How to fill out Fisher Funds Premium Service:
01
Visit the official Fisher Funds website.
02
Click on the "Premium Service" tab or option.
03
Read through the information provided about the service to understand its features and benefits.
04
Fill out the required personal information, such as your name, contact details, and any other details as mentioned in the form.
05
Provide your financial information, including your income, assets, and investment goals.
06
Review the terms and conditions of the premium service before proceeding.
07
If necessary, attach any supporting documentation that may be requested.
08
Double-check all the information provided for accuracy.
09
Submit the completed form and wait for confirmation from Fisher Funds.
Who needs Fisher Funds Premium Service:
01
Individuals who are looking for professional assistance in managing their investments.
02
Investors who require personalized advice and expertise in optimizing their portfolios.
03
Those who want access to exclusive features and additional resources to enhance their investment experience.
04
Individuals who value ongoing support and guidance from investment professionals.
05
Investors who are looking for long-term wealth management solutions.
06
People who want to make well-informed financial decisions based on market insights and research.
07
Those who prioritize convenience and time-saving options in managing their investments.
08
Investors who want to maximize their potential for financial growth and wealth accumulation.
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What is fisher funds premium service?
Fisher Funds premium service is a specialized investment service offered by Fisher Funds, providing personalized portfolio management and financial advice to high net worth individuals.
Who is required to file fisher funds premium service?
Clients who meet the criteria of being high net worth individuals and wish to benefit from personalized investment management and financial advice are required to file for Fisher Funds premium service.
How to fill out fisher funds premium service?
To fill out Fisher Funds premium service, individuals need to contact Fisher Funds directly and go through a detailed consultation process to assess their financial goals, risk tolerance, and investment preferences.
What is the purpose of fisher funds premium service?
The purpose of Fisher Funds premium service is to offer tailored investment solutions and guidance to high net worth individuals seeking to grow and manage their wealth effectively.
What information must be reported on fisher funds premium service?
Information such as financial goals, risk profile, investment portfolio details, income sources, and liquidity needs must be reported on Fisher Funds premium service.
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