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FORMSAPPLICATION FORM Product Disclosure Statement dated 24 January 2022 issued by BetaS hares Capital Ltd, ABN 78 139 566 868, ADSL 341181 as Responsible Entity. Please note: This form is for use
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How to fill out custom portfolio solutions-global growth

01
Understand the specific needs and goals of the client
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Conduct thorough research on global market trends and opportunities
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Identify potential investment opportunities that align with the client's objectives
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Create a diversified portfolio strategy that includes a mix of asset classes and regions
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Monitor and review the performance of the portfolio regularly to make necessary adjustments

Who needs custom portfolio solutions-global growth?

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Investors looking to diversify their portfolio with global investments
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Individuals or organizations seeking higher growth potential through global markets
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Clients with a long-term investment horizon who are comfortable with higher risk levels
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Custom portfolio solutions-global growth is a personalized investment strategy tailored to achieve growth on a global scale.
Investors or individuals who have opted for custom portfolio solutions-global growth are required to file.
Custom portfolio solutions-global growth can be filled out by providing accurate financial information and investment goals.
The purpose of custom portfolio solutions-global growth is to help investors diversify their portfolios and achieve growth in different global markets.
Information such as investment holdings, performance data, risk tolerance, and financial goals must be reported on custom portfolio solutions-global growth.
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