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Australian Mutual Holdings Limited
Trident Income Plus Fund
Product Disclosure Statement
25th September 2017Managed by
Australian Mutual Holdings Limited ACN 115 182 137
Trident Income Plus Fund ARSON
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How to fill out trident income plus fund
How to fill out trident income plus fund
01
Obtain the Trident Income Plus Fund application form from the website or a financial institution.
02
Fill in your personal information, including your name, address, contact details, and identification number.
03
Provide your employment details, such as your current occupation, employer's name, and annual income.
04
Specify the amount you wish to invest in the Trident Income Plus Fund.
05
Read and understand the terms and conditions of the fund as stated in the form.
06
Sign and date the application form.
07
Submit the completed form along with any required supporting documents to the designated address or office.
Who needs trident income plus fund?
01
Trident Income Plus Fund is suitable for individuals looking to invest their money and generate regular income.
02
It is particularly beneficial for those who prefer a low-risk investment option with steady returns.
03
Investors who wish to diversify their portfolio and add a fixed-income component may find this fund appealing.
04
Additionally, individuals who prioritize capital preservation while earning an attractive yield can consider the Trident Income Plus Fund.
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What is trident income plus fund?
Trident income plus fund is a mutual fund that aims to generate income by investing in a diversified portfolio of fixed income securities.
Who is required to file trident income plus fund?
Investors who hold units of trident income plus fund are required to report any income generated from the fund in their tax returns.
How to fill out trident income plus fund?
Investors can fill out trident income plus fund by providing information on the amount of income received from the fund, any capital gains or losses, and any dividends received.
What is the purpose of trident income plus fund?
The purpose of trident income plus fund is to provide investors with a steady stream of income through investments in fixed income securities.
What information must be reported on trident income plus fund?
Investors must report the amount of income received from the fund, any capital gains or losses, and any dividends received.
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