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CROMWELL PHOENIX PROPERTY SECURITIES FUND ARSN 129 580 267 WHOLESALE INVESTMENT APPLICATION FORM 1 INDIVIDUALS & SOLE TRADERS Please complete this form using BLACK INK and write clearly within the
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How to fill out wholesale investment application form

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How to fill out wholesale investment application form

01
Obtain the wholesale investment application form from the respective investment company.
02
Read through the instructions and requirements carefully before filling out the form.
03
Provide accurate personal and financial information as requested in the form.
04
Attach any required documents such as bank statements, proof of income, and identification.
05
Review the completed form to ensure all sections are properly filled out and signed.
06
Submit the completed wholesale investment application form to the investment company either through mail or online.

Who needs wholesale investment application form?

01
Individuals or entities looking to invest larger sums of money in various financial products or instruments may need to fill out a wholesale investment application form.
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Wholesale investment application form is a document used to apply for wholesale investment opportunities.
Investors who are looking to participate in wholesale investment opportunities are required to file the wholesale investment application form.
To fill out the wholesale investment application form, investors must provide accurate information about their investment preferences, financial status, and contact information.
The purpose of the wholesale investment application form is to gather necessary information from investors who are interested in wholesale investment opportunities.
The wholesale investment application form may require information such as investment goals, risk tolerance, investment experience, and financial statements.
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