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DISCLOSE REGISTER FULL PORTFOLIO HOLDINGS Offer name Kiwi Wealth Managed Funds Fund name Conservative Fund Period disclosure applies [dd/mm/yyyy] 30/09/2023 Asset name % of fund net assets Westpac

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How to fill out managed funds key documents

01

To fill out managed funds key documents, follow these steps:

02

Start by gathering all the necessary documents, including the application form, identification documents, and any supporting documentation required by the fund.

03

Carefully read through the instructions provided with the documents to understand the requirements and information needed.

04

Fill in your personal details accurately, including your full name, contact information, and residential address.

05

Provide your Tax File Number (TFN) or claim an exemption if applicable.

06

Complete the investment details section by specifying the fund or funds you want to invest in and the amount you wish to invest.

07

Answer any additional questions or provide any additional information requested in the documents.

08

Review the filled-out documents for accuracy and completeness.

09

Sign and date the documents as required.

10

Make copies of all the filled-out documents for your records.

11

Submit the completed documents to the appropriate entity or fund as instructed, either by mail or electronically.

Who needs managed funds key documents?

01

Managed funds key documents are needed by individuals who are interested in investing in managed funds.

02

These documents are required for those who want to open an account with a managed fund and make investments.

03

Investors who want to access and manage their investments through a professional fund manager will also need these key documents.

04

Furthermore, individuals who are considering investing in specific managed funds and want to make informed decisions will require these documents to review the fund's information and terms.

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What is managed funds key documents?

Managed funds key documents are essential regulatory documents that provide detailed information about investment funds, including performance, risks, fees, and related disclosures to investors.

Who is required to file managed funds key documents?

Investment managers and fund administrators who manage investment funds are typically required to file managed funds key documents.

How to fill out managed funds key documents?

To fill out managed funds key documents, one must carefully complete each section with accurate and comprehensive information regarding the fund's operations, investment strategy, fees, and legal disclosures.

What is the purpose of managed funds key documents?

The purpose of managed funds key documents is to inform and protect investors by providing them with transparent, essential information about the fund's structure and performance.

What information must be reported on managed funds key documents?

Key information that must be reported includes fund performance metrics, fee structures, investment strategies, risk factors, and governance details.

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