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INVESTMENT ACCOUNT CLOSURE FORM Operator: Power wrap Limited ABN 67 129 756 850 AFS License 329829IMPORTANT: Please use BLOCK letters and black ink when completing this form. Please note that fields
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How to fill out investment account closure form

01
To fill out the investment account closure form, follow these steps:
02
Obtain the investment account closure form from your financial institution.
03
Provide your personal information, such as your name, address, and contact details.
04
Fill in your investment account number and type of account.
05
Indicate the reason for closing the account.
06
Provide any additional information or documentation required by your financial institution.
07
Review the completed form to ensure accuracy and completeness.
08
Sign and date the form.
09
Submit the filled-out form to your financial institution either in-person or through the designated channel.
10
Keep a copy of the completed form for your records.

Who needs investment account closure form?

01
Individuals who wish to close their investment accounts need the investment account closure form.
02
This form is typically required by financial institutions to ensure proper documentation and authorization for account closure.
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The investment account closure form is a document used by account holders to officially request the closure of their investment accounts with a financial institution.
Individuals or entities who wish to close their investment accounts are required to file the investment account closure form with their financial institution.
To fill out the investment account closure form, provide details such as your account number, personal identification, the reason for closure, and any other required information as specified by the institution.
The purpose of the investment account closure form is to formally document the account holder's intention to close their investment account and to ensure that all necessary procedures are followed by the financial institution.
The information typically required includes the account holder's name, account number, contact information, reason for closure, and a signature authorizing the closure.
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