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FUNDS LTD ABN 69 092 517 087 Australian Financial Services License (ADSL) 233 045Montgomery Global Investment Management Pty Limited ABN 62 604 878 533 Corporate Authorized Representative (CAR) of
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To fill out the Montgomery Global Fund application, follow these steps:
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Start by accessing the Montgomery Global Fund application form online.
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Provide your personal information, including your full name, address, contact details, and social security number.
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Complete the section on your investment objectives and risk tolerance.
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Indicate the amount you wish to invest in the Montgomery Global Fund.
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Provide details of any existing investments or funds you currently hold.
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Submit the completed application form by following the instructions provided online.
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Montgomery Global Fund is suitable for individuals or institutional investors who are seeking long-term capital growth through a globally diversified portfolio.
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This fund is appropriate for those who have a medium to high risk tolerance and are willing to invest for the long term, typically 5 years or more.
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Montgomery Global Fund is a mutual fund that invests in global equity markets.
Investors who have holdings in the Montgomery Global Fund are required to file it.
You can fill out the Montgomery Global Fund by providing details of your investment holdings and any gains or losses incurred.
The purpose of Montgomery Global Fund is to provide investors with exposure to global equity markets and potentially generate returns.
Investors must report details of their investments, gains, losses, and any dividends received from the Montgomery Global Fund.
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