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OFFICE USE ONLY Milford Unit Trust PIE Funds Company/Trust or Entity Lump Sum Withdrawal Form This form should only be completed if you choose to make a withdrawal from your Milford Unit Trust PIE
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Start by selecting the fisher funds managed funds application form.
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Read the instructions provided on the form carefully.
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Fill in your personal details including your name, address, and contact information.
04
Provide relevant financial information such as your income, assets, and liabilities.
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Choose the specific managed fund you are interested in investing in.
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Indicate the amount you wish to invest and the frequency of your investments.
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Sign the form and date it.
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Attach any supporting documents required, such as identification proof or proof of address.
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Double-check all the information you have entered to ensure accuracy.
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Submit the completed form to Fisher Funds for processing.

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Fisher Funds Managed Funds is a range of investment funds managed by Fisher Funds, a New Zealand investment management company.
Investment managers or companies managing Fisher Funds Managed Funds are required to file relevant documents and reports.
Filling out Fisher Funds Managed Funds involves providing detailed information about the fund's holdings, performance, expenses, and other relevant data in the designated reporting format.
The purpose of Fisher Funds Managed Funds is to provide individual and institutional investors with professionally managed investment options to achieve their financial goals.
Information such as fund performance, asset allocation, fees, expenses, and any relevant regulatory disclosures must be reported on Fisher Funds Managed Funds.
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