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1300 346 821 pendalgroup.composed 05 APRIL 2023Application Form B For Direct Investors How to complete this Form Who can use this FormBComplete the relevant sections Use a black pen Print in clear
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How to fill out for direct investors
How to fill out for direct investors
01
Obtain the necessary forms from the investment company or platform.
02
Fill out personal information such as name, address, and contact details.
03
Provide information about investment goals and risk tolerance.
04
Specify the amount to be invested and desired investment timeframe.
05
Sign and date the form before submitting it for processing.
Who needs for direct investors?
01
Direct investors who wish to invest their money without the assistance of a financial advisor or intermediary.
02
Individuals who have knowledge and experience in making investment decisions on their own.
03
Those who are seeking to have more control over their investment portfolio and decision-making process.
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What is for direct investors?
Direct investors are individuals or entities that invest directly in a company or project.
Who is required to file for direct investors?
Direct investors themselves or their appointed representatives are required to file.
How to fill out for direct investors?
Direct investors can fill out the necessary forms online or submit physical copies via mail.
What is the purpose of for direct investors?
The purpose of filing for direct investors is to report their ownership or investment in a company or project.
What information must be reported on for direct investors?
Information such as the investor's name, contact details, investment amount, and percentage of ownership must be reported.
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