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Investment Choice form (Super Products) Please complete this form and email a scanned copy to contact@rest.com.au or mail it to: Rest Super, PO Box 350, Parramatta NSW 2124. If you are a new member
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How to fill out investment choice form

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To fill out the investment choice form, follow these steps:
02
Start by providing your personal information such as name, address, and contact details.
03
Next, indicate your investment goals and objectives. Specify whether you are looking for long-term growth, income generation, or a balanced approach.
04
Assess your risk tolerance by selecting an appropriate risk level. This will determine the types of investments that suit your comfort level.
05
Determine your investment time horizon. Consider whether you are investing for the short term, medium term, or long term.
06
Choose from the available investment options provided by the form. These may include stocks, bonds, mutual funds, or other financial instruments.
07
Allocate your investments by specifying the percentage or amount you want to allocate to each investment option.
08
Review your choices and make any necessary adjustments.
09
Finally, sign and date the form to indicate your agreement with the selected investment choices.

Who needs investment choice form?

01
The investment choice form is typically needed by individuals or entities who want to invest their money in various financial products and instruments. This form allows them to specify their investment preferences, goals, and risk tolerance. It is commonly used by individuals who have retirement accounts, brokerage accounts, or investment portfolios. Additionally, financial advisors or professionals who assist clients in managing their investments may also utilize this form to gather the necessary information.
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The investment choice form is a document used by investors to select their preferred investment options.
All investors who have investment accounts are required to file the investment choice form.
Investors can fill out the investment choice form by providing their personal information, selecting their desired investment options, and signing the form.
The purpose of the investment choice form is to allow investors to customize their investment portfolios according to their preferences and risk tolerance.
The investment choice form typically requires information such as the investor's name, contact details, investment objectives, and desired allocation of funds.
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