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MY WEALTH TRADER
INVESTOR DETAILS FORM (FOR INDIVIDUAL INVESTORS ONLY)
IMPORTANT INFORMATION:
Please complete ALL the relevant sections (as applicable) initial each page and sign section 5. The completed
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What is my wealth trader?
Your wealth trader is a record of your assets, liabilities, and financial transactions.
Who is required to file my wealth trader?
Individuals who meet certain criteria set by the tax authority are required to file their wealth trader.
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You must report details of your assets, liabilities, income, expenses, and any financial transactions that occurred during the reporting period.
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