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INVESTMENT MENU 2 February 2023 This Investment Menu provides you with an update listing of the investment options available through YourChoice Super. You should read the relevant disclosure documentation

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How to fill out investment menu

01

Gather all necessary information such as your risk tolerance, investment goals, time horizon, and financial situation.

02

Review available investment options and choose the ones that align with your goals and risk tolerance.

03

Fill out the investment menu form provided by your financial institution or advisor, ensuring you provide accurate and detailed information.

04

Double check your selections and make any adjustments if needed.

05

Submit the completed investment menu to your financial institution or advisor for further review and implementation.

Who needs investment menu?

01

Individuals looking to invest their money for future goals such as retirement, education, or wealth accumulation.

02

Employer-sponsored retirement plans may also require participants to fill out an investment menu to choose their investment options.

03

Financial advisors and institutions use investment menus to help clients allocate their assets according to their risk tolerance and goals.

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What is investment menu?

An investment menu is a list of available investment options provided to participants in a retirement plan.

Who is required to file investment menu?

Employers or plan sponsors are required to file an investment menu for their retirement plan.

How to fill out investment menu?

The investment menu can be filled out by listing the various investment options available, along with relevant information such as fund names, expense ratios, and performance history.

What is the purpose of investment menu?

The purpose of an investment menu is to provide plan participants with information about the investment options available to them, helping them make informed decisions.

What information must be reported on investment menu?

The investment menu must include details such as fund names, expense ratios, investment objectives, risks, and performance history.

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