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LEG MASON FUNDS1Direct Transfer This form must be used to authorizer the transfer of assets from another rm to your Leg Mason Funds account. Complete one form for each account you are transferring
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To fill out Legg Mason Funds Direct, follow these steps:
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Gather all necessary information, such as your personal and financial details.
03
Visit the Legg Mason Funds Direct website or contact their customer service.
04
Create an account or log in to your existing account.
05
Navigate to the 'Account' section and select 'Fund Application'.
06
Fill out the required fields, including your personal information, investment amount, fund options, and investment objective.
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Review the application for accuracy and completeness.
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Upload any required supporting documents, such as identification or proof of address.
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Read and agree to the terms and conditions.
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Submit the application online or send it via mail.
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Wait for confirmation and follow any additional instructions provided by Legg Mason Funds Direct.

Who needs legg mason funds direct?

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Legg Mason Funds Direct is suitable for individuals who:
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- Are interested in investing in mutual funds offered by Legg Mason.
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- Prefer a direct investing approach rather than going through a financial advisor.
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- Have the necessary knowledge and experience to make investment decisions on their own.
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- Want the convenience of managing their investments online.
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- Are comfortable with the risks associated with investing in mutual funds.
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- Seek potential long-term growth and diversification opportunities for their investment portfolio.
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Legg Mason Funds Direct is a platform that allows investors to directly purchase and manage Legg Mason funds.
Individual investors who wish to manage their investments in Legg Mason funds directly.
Investors can fill out the necessary forms online or through the help of a financial advisor.
The purpose of Legg Mason Funds Direct is to provide investors with a convenient and direct way to invest in Legg Mason funds.
Investors must report their personal information, investment preferences, and financial details.
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