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PERPETUAL WEALTHFOCUS WHOLESALE INVESTMENT ADVANTAGE Product Disclosure Statement CONTENTS 1. About Perpetual Investment Management Limited 2. How Perpetual WealthFocus Wholesale Investment Advantage

How to fill out perpetual wealthfocus wholesale investment

How to fill out perpetual wealthfocus wholesale investment:

1. Begin by gathering all the necessary documents and information. This includes your personal identification, tax file number (TFN), and financial details such as your income, assets, and liabilities.
2. Visit the official website of perpetual wealthfocus wholesale investment. Locate the application form for the investment and download it.
3. Read through the application form carefully, ensuring that you understand all the terms and conditions of the investment.
4. Fill out the personal information section of the application form. This includes providing your full name, contact details, and TFN.
5. Indicate the amount you wish to invest in the perpetual wealthfocus wholesale investment. This can typically be entered in either dollar amount or as a percentage of your total investment portfolio.
6. If you already have an existing investment account with Perpetual, provide the account details in the designated section of the form. If you are a new investor, skip this step.
7. Provide details about your investment preferences and selected options. This may include the choice of investment portfolio strategy, risk profile, and any specific investment preferences you have.
8. Review the completed application form for any errors or missing information. Double-check that all the provided details are accurate and up to date.
9. Sign and date the application form, acknowledging that you understand and accept the terms and conditions of the perpetual wealthfocus wholesale investment.
10. Prepare any additional documents that may be required, such as identification copies or proof of address.
11. Submit the completed application form and supporting documents to Perpetual by either mailing it to their designated address or submitting it online through their secure portal.

Who needs perpetual wealthfocus wholesale investment?

1. Individuals looking for a long-term investment option with potentially higher returns than traditional savings accounts.
2. Investors who want access to a diversified portfolio managed by professionals, offering exposure to a range of asset classes.
3. Those seeking a flexible investment solution that allows them to tailor their investment strategy based on their risk tolerance, financial goals, and investment preferences.
4. Investors who value the expertise and track record of Perpetual as an investment manager.
5. Individuals who have a sufficient amount of investable funds and are willing to commit them for an extended period, as perpetual wealthfocus wholesale investment is designed for long-term capital growth.
6. Investors who want access to comprehensive reporting and regular communication, allowing them to track the performance of their investments and make informed decisions.

It is important to note that before investing in perpetual wealthfocus wholesale investment, individuals should carefully consider their financial goals, risk tolerance, and seek professional advice if necessary.

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What is perpetual wealthfocus wholesale investment?

Perpetual WealthFocus Wholesale Investment is a managed investment scheme that aims to provide investors with access to a diversified portfolio of assets.

Who is required to file perpetual wealthfocus wholesale investment?

Investors who are participating in the Perpetual WealthFocus Wholesale Investment scheme are required to file the necessary documentation.

How to fill out perpetual wealthfocus wholesale investment?

Investors can fill out the necessary documentation for the Perpetual WealthFocus Wholesale Investment scheme through their financial advisor or directly with Perpetual.

What is the purpose of perpetual wealthfocus wholesale investment?

The purpose of Perpetual WealthFocus Wholesale Investment is to allow investors to access a diversified portfolio of assets in order to potentially grow their wealth over time.

What information must be reported on perpetual wealthfocus wholesale investment?

Investors must report their personal information, investment amount, investment objectives, and risk tolerance on the Perpetual WealthFocus Wholesale Investment documentation.