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Austin Investment Management Limited Client Services contact details Phone 1800 287 245 or 02 9259 0200Email ausbil_transactions@unitregistry.com.au Website www.ausbil.com.auTransfer Request Use this
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How to fill out transfer request - ausbil

01
Start by obtaining a transfer request form from Ausbil.
02
Fill out the personal details section of the form, including your name, contact information, and account details.
03
Specify the amount or the percentage of the funds you wish to transfer.
04
Provide details of the receiving institution, such as its name, address, and account number.
05
Sign and date the transfer request form.
06
Review the completed form to ensure all information is accurate and complete.
07
Submit the filled-out form to Ausbil through the designated channel, which could be either online or in person at a branch.
08
Wait for confirmation from Ausbil regarding the processing of your transfer request.
09
Monitor your account to verify that the funds have been successfully transferred.
10
Note: It is always advisable to consult with Ausbil or refer to their specific guidelines for any additional requirements or procedures.

Who needs transfer request - ausbil?

01
Anyone who has an account with Ausbil and wishes to move funds from their Ausbil account to another institution or account can use a transfer request form. This could include individuals, businesses, or organizations.
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A transfer request in Ausbil refers to the formal process of requesting the transfer of assets or holdings between accounts within Ausbil's management framework.
Clients or authorized representatives of clients who wish to transfer their assets or holdings must file a transfer request with Ausbil.
To fill out a transfer request, clients need to provide their personal information, account details, the type of assets being transferred, and destination account information, ensuring all fields are accurately completed.
The purpose of a transfer request is to facilitate and formalize the movement of assets between accounts, ensuring proper documentation and accountability in the process.
The transfer request must report client identification, account numbers for both the source and destination accounts, details of the assets being transferred, and any relevant supporting documentation.
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