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MASON STEVENS
Global Portfolio
Administration Service
Account Application form
Dated: 1 March 2017Mason Stevens Limited ABN 91 141 447 207 ADSL 351578
www.masonstevens.com.auMASON STEVENS ACCOUNT
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How to fill out mason stevens account application
How to fill out mason stevens account application
01
To fill out the Mason Stevens account application, follow these steps:
02
Visit the Mason Stevens website.
03
Locate the 'Account Application' section on the website.
04
Click on the 'Download' button to download the application form.
05
Open the downloaded application form on your device.
06
Fill in your personal information, such as your name, date of birth, and contact details.
07
Provide the required investment details, including the desired account type and investment amount.
08
Complete the questionnaire (if applicable) to assess your risk tolerance.
09
Review the terms and conditions of the account application.
10
Sign the application form electronically or physically, as per the provided instructions.
11
Submit the completed application form through the designated submission method, such as online upload or mail.
12
Wait for confirmation from Mason Stevens regarding the status of your application.
13
If approved, follow any further instructions provided by Mason Stevens to activate your account.
Who needs mason stevens account application?
01
Anyone who wishes to open an investment account with Mason Stevens needs to fill out the account application form.
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