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BWA Cash Management TrustProduct Disclosure Statement Dated 1 February 2011Issued by: Colonial First State Investments Limited ABN 98 002 348 352 AFS License 232468This is a Product Disclosure Statement

How to fill out cash management trust

How to fill out cash management trust

1. Step 1: Start by gathering all the necessary documents such as identification proofs, bank statements, and income statements.
2. Step 2: Visit the bank or financial institution where you want to open the cash management trust account.
3. Step 3: Request the necessary forms for cash management trust account opening.
4. Step 4: Fill out the forms with accurate and up-to-date information.
5. Step 5: Provide the required supporting documents along with the completed forms.
6. Step 6: Submit the forms and documents to the bank or financial institution.
7. Step 7: Wait for the account to be set up and activated by the bank or financial institution.
8. Step 8: Once the account is active, you can start managing your cash by depositing and withdrawing funds as needed.
9. Step 9: Regularly monitor the account and review your cash management strategies to ensure optimal use of the trust.

Who needs cash management trust?

1. Cash management trust is beneficial for individuals or businesses who have surplus funds but want to ensure their money is managed effectively.
2. It is suitable for those looking for a secure and convenient way to invest their excess cash.
3. People who want professional assistance in handling their financial resources can also benefit from a cash management trust.
4. This type of trust is commonly used by corporations, organizations, and high net worth individuals to maintain liquidity and generate investment returns while minimizing risk.

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