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1300 346 821 pendalgroup. Composed 05 APRIL 2023Additional Investment Form For top up investments into Pedal funds you currently hollow to complete this Form Who can use this Redirect investors topping
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How to fill out for top up investments

01
Log in to your investment account
02
Navigate to the section for adding funds or top up investments
03
Select the amount you wish to top up
04
Choose the account or payment method from which you will fund the top up
05
Confirm the transaction and wait for the funds to reflect in your investment account

Who needs for top up investments?

01
Individuals who want to increase their investment portfolio
02
Investors looking to take advantage of market opportunities
03
People wanting to diversify their financial assets
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Top up investments refer to additional investments made on top of existing investments to increase the overall value of the portfolio.
Investors or individuals with existing investments who wish to make additional contributions or purchases are required to file for top up investments.
To fill out for top up investments, investors need to provide details of the additional investment amount, the date of the transaction, and any other relevant information required by the investment platform or financial institution.
The purpose of top up investments is to increase the overall value of the investment portfolio, potentially generate higher returns, and diversify the investment holdings.
Information such as the amount of the additional investment, the date of the transaction, the investment vehicle or asset class, and any associated fees or charges must be reported on for top up investments.
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