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Perpetual WealthFocus Investment Advantage Product Disclosure Statement issue number 10 dated 1 October 2022 Perpetual Investment Management Limited ABN 18 000 866 535 ADSL 234426Application form

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How to fill out perpetual wealthfocus investment advantage

01

To fill out the Perpetual WealthFocus Investment Advantage, follow these steps:

02

Start by gathering all the necessary information and documents, such as your personal identification, bank account details, and investment goals.

03

Visit the Perpetual WealthFocus website or contact a Perpetual representative to obtain the necessary forms for opening an Investment Advantage account.

04

Fill out the application form provided, providing accurate and complete information.

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Review the terms and conditions of the Investment Advantage account carefully before signing the form.

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Attach any supporting documents or additional information required by the application.

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Double-check all the information provided, ensuring the accuracy of your details.

08

Submit the completed application form and any required documents to Perpetual through their designated channels, such as online submission or physical mail.

09

Wait for the confirmation of your Investment Advantage account opening from Perpetual.

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Once your account is activated, follow any instructions provided by Perpetual to make your initial investment or set up regular contributions.

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Monitor and manage your Investment Advantage account regularly and make adjustments as needed based on your investment goals and market conditions.

Who needs perpetual wealthfocus investment advantage?

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Perpetual WealthFocus Investment Advantage can be beneficial for individuals who:

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- Have long-term investment goals and want to grow their wealth over time.

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- Want to take advantage of a diversified investment portfolio managed by professionals.

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- Are interested in tax-effective investment strategies.

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- Are seeking flexibility in their investment options, such as regular contributions or withdrawals.

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- Want to establish a reliable and secure retirement savings plan.

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- Prefer a managed investment solution that aligns with their financial objectives.

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However, it's essential to consult with a financial advisor or conduct thorough research before deciding if Perpetual WealthFocus Investment Advantage is suitable for your specific financial situation and goals.

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What is perpetual wealthfocus investment advantage?

Perpetual Wealthfocus Investment Advantage is a financial investment strategy designed to build long-term wealth through diversified investment portfolios that can adapt to market changes.

Who is required to file perpetual wealthfocus investment advantage?

Individuals or entities who participate in the Perpetual Wealthfocus Investment program and meet certain investment thresholds typically need to file.

How to fill out perpetual wealthfocus investment advantage?

Filling out the form involves providing personal information, investment details, and any relevant financial data as instructed on the official filing guidelines.

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The purpose is to facilitate structured investment that maximizes returns and minimizes risk through a comprehensive approach to wealth management.

What information must be reported on perpetual wealthfocus investment advantage?

Information that must be reported includes identification details, investment amounts, financial performance, and any applicable tax considerations.

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