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Financial details and customer identification declaration Equity Trustees Application Form 2020Link Fund Solutions Unit holder Services GPO Box 5482 Sydney NSW 2001 or via email to lfs_registry@linkgroup.com
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To fill out financial details, follow these steps:
02
Start by gathering all the necessary financial documents such as bank statements, tax returns, pay stubs, and investment statements.
03
Begin filling out the form by providing your personal information, such as your name, address, and contact details.
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Move on to the section where you need to provide details about your income. This might include your salary, bonuses, rental income, or any other sources of income.
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Provide information about your expenses, such as your monthly bills, loan payments, and any other financial obligations you have.
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If required, provide details about your assets, such as properties, vehicles, or other valuable possessions.
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Complete the form by accurately reporting any outstanding debts, loans, or credit card balances you may have.
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Review the form thoroughly to ensure all the information provided is accurate and up-to-date.
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Finally, submit the filled-out form to the concerned individual or institution, following their specific instructions.

Who needs financial details and customer?

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Financial details and customer information are needed by various entities and individuals, including:
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- Employers: Financial details may be needed for payroll, tax withholding, and other employment-related purposes.
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- Investment firms: Financial details are crucial for investment analysis, asset management, and making informed investment decisions.
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Financial details and customer refer to the information related to a customer's financial transactions and assets.
Financial institutions, such as banks, investment firms, and insurance companies, are required to file financial details and customer.
Financial details and customer can be filled out through the designated forms provided by the regulatory authorities.
The purpose of financial details and customer is to ensure transparency and prevent financial crimes such as money laundering and terrorist financing.
The information that must be reported on financial details and customer includes customer identification details, transaction history, and account balances.
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