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Form 604 Corporations Act 2001 Section 671BNotice of change of interests of substantial holder MANAGED ACCOUNTS HOLDINGS LIMITED (Company) To Company Name/Scheme ACN/ARSN128 316 4411. Details of substantial
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How to fill out form 604 - managed

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How to fill out form 604 - managed

01
To fill out form 604 - managed, you need to follow these steps:
02
Start by providing your personal information, such as your name, address, and contact details.
03
Identify the managed investment scheme that you are submitting the form for.
04
Specify the type of operator (registered or unregistered) and provide their details.
05
Indicate the nature of your interest in the scheme (investor, custodian, responsible entity, etc.).
06
Declare whether you are a substantial holder or associate of a substantial holder.
07
Provide any additional information or declarations as required by the form.
08
Double-check all the provided information and make sure it is accurate and complete.
09
Sign and date the form.
10
Submit the form to the relevant authority or institution as instructed.

Who needs form 604 - managed?

01
Form 604 - managed is typically needed by individuals or entities who are involved in a managed investment scheme. This includes:
02
- Investors who hold substantial interests in the scheme
03
- Custodians who have custody of scheme property
04
- Responsible entities who are responsible for the overall operation and management of the scheme
05
- Other related parties who need to disclose their interests or associations with substantial holders
06
It is important to consult the specific regulations or requirements of the jurisdiction or authority governing the scheme to confirm if form 604 - managed is necessary in a particular situation.
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Form 604 - managed is a document that must be filed with the relevant regulatory authorities to disclose information about managed investments.
Any entity or individual who manages investments on behalf of others is required to file form 604 - managed.
Form 604 - managed can be filled out electronically or in paper form, following the instructions provided by the regulatory authorities.
The purpose of form 604 - managed is to provide transparency about managed investments and ensure compliance with regulations.
Form 604 - managed typically requires information about the manager, the managed investments, and any potential conflicts of interest.
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