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Equity Trustees Application Form 2021LDI Connect Portfolios Additional Investment Application Form This application form accompanies the Product Disclosure Statement (PDS)/Information Memorandum (IM)

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How to fill out ldi connect portfolios additional

01

Log in to your LDI Connect account.

02

Go to the portfolios section on the dashboard.

03

Click on the 'Add Additional Portfolio' button.

04

Fill in the required information such as portfolio name, description, asset allocation, and target return.

05

Click 'Save' to submit the additional portfolio.

Who needs ldi connect portfolios additional?

01

Investors who want to diversify their investment portfolio with additional assets.

02

Financial advisors who manage multiple client portfolios and need to keep track of each one separately.

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What is ldi connect portfolios additional?

ldi connect portfolios additional is a supplemental filing required for certain types of portfolios within the ldi connect platform.

Who is required to file ldi connect portfolios additional?

Investors or portfolio managers who have portfolios that meet the criteria set by ldi connect are required to file ldi connect portfolios additional.

How to fill out ldi connect portfolios additional?

To fill out ldi connect portfolios additional, users must log in to the ldi connect platform, navigate to the appropriate section, and provide the requested information.

What is the purpose of ldi connect portfolios additional?

The purpose of ldi connect portfolios additional is to collect additional data and information about specific portfolios for compliance, analysis, and reporting purposes.

What information must be reported on ldi connect portfolios additional?

Users must report detailed information about the holdings, performance, risk metrics, and other relevant data related to the specified portfolio.

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