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Get the free JANA Investment Trust Additional Information Form - November 2021

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The Trustee: MLC Investments Limited (MLC) ABN 30 002 641 661 ADSL 230705 A part of the ROOF group of companiesADDITIONAL INVESTMENT FORM JANA INVESTMENT TRUSTS DATE: NOVEMBER 2021 Please use this
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How to fill out jana investment trust additional

01
To fill out Jana Investment Trust Additional, follow these steps:
02
Start by obtaining the Jana Investment Trust Additional form. This form is usually available on the official website of Jana Investment Trust or can be requested from their customer service.
03
Read the instructions provided with the form carefully, as they will guide you through the filling process.
04
Begin filling out the personal information section. This will typically require you to provide your full name, contact details, and any relevant identification numbers.
05
Move on to the investment details section. Here, you will need to specify the additional amount you wish to invest in Jana Investment Trust. You may also be asked to select the specific investment strategy or type of fund you wish to allocate your additional investment to.
06
If applicable, provide any additional documentation or supporting materials as requested on the form. This may include copies of identification documents, bank statements, or investment-related forms.
07
Review the completed form to ensure all information is accurate and complete.
08
Sign and date the form as required.
09
Submit the filled-out form to Jana Investment Trust through the designated channel. This can be done either online, via mail, or by personally visiting their office.
10
Keep a copy of the filled-out form for your records.
11
Wait for confirmation from Jana Investment Trust regarding the acceptance and processing of your additional investment.
12
Note: It is recommended to consult with a financial advisor or contact Jana Investment Trust directly if you have any specific questions or concerns during the filling process.

Who needs jana investment trust additional?

01
Jana Investment Trust Additional may be suitable for individuals who:
02
- Are existing Jana Investment Trust investors and wish to invest additional funds in the trust.
03
- Have a long-term investment horizon and are comfortable with the risks associated with investing in the specific funds offered by Jana Investment Trust.
04
- Are looking to diversify their investment portfolio by allocating additional funds to Jana Investment Trust.
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- Want to take advantage of the potential returns and benefits offered by Jana Investment Trust.
06
It is important to note that the suitability of Jana Investment Trust Additional may vary depending on an individual's financial goals, risk tolerance, and investment preferences. It is advisable to consult with a financial advisor or conduct thorough research before making any investment decisions.
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Jana Investment Trust Additional is an additional form that needs to be filed by certain investors in the Jana Investment Trust.
Investors who meet certain criteria set by the trust are required to file Jana Investment Trust Additional.
Jana Investment Trust Additional can be filled out by providing the required information such as investment details, income, and other relevant data.
The purpose of Jana Investment Trust Additional is to provide additional information to the trust regarding the investors and their investments.
Investors need to report their investment details, income generated, and any other information requested by the trust on Jana Investment Trust Additional.
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