Get the free (managed fund) Product Disclosure Statement dated 29
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FORMSAPPLICATION FORM Beta Shares Australian Top 20 Equity Yield Maximizer Fund (managed fund) Product Disclosure Statement dated 29 September issued by Beta Shares Capital Ltd, ABN 78 139 566 868,
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How to fill out managed fund product disclosure
How to fill out managed fund product disclosure
01
To fill out managed fund product disclosure, follow these steps:
02
Read the entire product disclosure statement (PDS) carefully.
03
Understand the objective and features of the managed fund.
04
Assess the risks associated with the fund.
05
Evaluate the fees and charges involved in investing in the fund.
06
Consider your investment goals and timeframe.
07
Complete the application form provided by the fund manager.
08
Provide accurate personal and financial information as required.
09
Specify the investment amount or number of units you wish to purchase.
10
Choose the investment options or strategies offered by the fund.
11
Review the completed application form and double-check for accuracy.
12
Sign and date the application form.
13
Attach any necessary supporting documents if required.
14
Submit the filled-out application form and any required documents to the fund manager.
15
Wait for confirmation of your investment and account details from the fund manager.
16
Keep a copy of the completed application form and all related documents for your records.
Who needs managed fund product disclosure?
01
Anyone who is interested in investing in managed funds needs to review the managed fund product disclosure. This includes individual investors, institutional investors, and financial advisors.
02
The product disclosure is particularly important for investors who want to gain a clear understanding of the fund's objective, risks, fees, and investment strategies before making an investment decision.
03
Financial advisors also need access to the managed fund product disclosure to provide informed advice to their clients on whether the fund aligns with their investment goals and risk tolerance.
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What is managed fund product disclosure?
Managed fund product disclosure is a document that provides important information to investors about a specific managed fund and its investment strategy.
Who is required to file managed fund product disclosure?
Managed fund product disclosure is typically filed by the fund manager or issuer of the managed fund.
How to fill out managed fund product disclosure?
Managed fund product disclosure is usually filled out by providing detailed information about the fund's investment objectives, risks, fees, and performance history.
What is the purpose of managed fund product disclosure?
The purpose of managed fund product disclosure is to help investors make informed decisions about whether to invest in a particular fund.
What information must be reported on managed fund product disclosure?
Information such as the fund's investment objectives, risks, fees, and past performance must be reported on managed fund product disclosure.
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