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FUNDS LTD ABN 69 092 517 087 Australian Financial Services License (ADSL) No. 233045Montgomery Lu cent Investment Management Pty Ltd ABN 58 635 052 176 Corporate Authorized Representative (CAR) #
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01
Obtain the application form for the Montgomery Small Companies Fund.
02
Fill in your personal details including your name, address, and contact information.
03
Provide your financial information such as your annual income, current net worth, and investment experience.
04
Indicate the amount you wish to invest in the fund.
05
Read and understand the fund's prospectus and investment objectives.
06
Sign and date the application form.
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Attach any required supporting documents, such as proof of identification or proof of address.
08
Submit the completed application form and supporting documents to the designated address or online platform.
09
Wait for the fund manager to review your application and process your investment.
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Once accepted, make the necessary payment for your investment and start monitoring your investment in the Montgomery Small Companies Fund.

Who needs montgomery small companies fund?

01
Individual investors looking for potential long-term capital growth.
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Investors who have a moderate to high tolerance for investment risk.
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Those seeking exposure to small companies with strong growth prospects in the Australian market.
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Investors who are willing to commit their funds for a reasonable period of time.
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Individuals who understand the risks associated with investing in small companies and are comfortable with the potential fluctuations in returns.
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Montgomery Small Companies Fund is an investment fund that focuses on investing in small companies with growth potential.
Investors who hold shares in the Montgomery Small Companies Fund are required to file relevant tax documents.
To fill out the Montgomery Small Companies Fund, investors need to provide information regarding their investments and any income generated from those investments.
The purpose of the Montgomery Small Companies Fund is to provide investors with the opportunity to invest in small companies and potentially benefit from their growth.
Investors must report their investment transactions, gains, and losses related to the Montgomery Small Companies Fund.
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