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30 NOVEMBER2020Loomis Sales Change of Details Form ISSUER: INVESTORS MUTUAL LIMITED ABN 14 078 030 752 ADSL 229988 USE THIS FORM TO CHANGE YOUR INVESTOR ACCOUNT DETAILS FOR YOUR INVESTMENT IN THE
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Obtain the Loomis Sayles Change Of form from the authorized source.
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Read the instructions carefully before filling out the form.
03
Provide your personal information such as your name, address, and contact details.
04
Indicate the type of change you want to make and provide the necessary details.
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Double-check all the information you have entered to ensure accuracy.
06
Sign and date the form.
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Submit the completed form as instructed, either by mail or electronically.

Who needs loomis sayles change of?

01
Individuals who have made changes to their Loomis Sayles account or personal information need to fill out the Loomis Sayles Change Of form. This includes but is not limited to changes in address, phone number, bank account information, beneficiaries, or investment options. It is important for account holders to notify Loomis Sayles promptly about any changes to keep their records up to date.
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Loomis Sayles change of refers to changes in the management or investment strategy of the Loomis Sayles investment funds.
Investors or representatives of the Loomis Sayles funds are typically required to file a Loomis Sayles change of when there are significant changes in investment directives.
To fill out a Loomis Sayles change of, complete the designated form with required details, including the nature of the change, and submit it to the appropriate regulatory body or fund manager.
The purpose of the Loomis Sayles change of is to inform stakeholders and regulators of significant changes affecting investment management practices.
Information that must be reported includes the nature of the change, effective date, and details about the fund or investment strategy being altered.
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