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01
Obtain a copy of the Phillip Legacy Funds Prospectus from the official website or investment center.
02
Read through the prospectus carefully, paying attention to the investment objectives, strategies, risks, fees, and expenses mentioned.
03
Fill out the required personal information such as name, address, social security number, and investment amount.
04
Choose the type of investment option you are interested in (e.g. growth, income, balanced) and indicate your preferences.
05
Sign and date the necessary sections to acknowledge that you have read and understood the prospectus.
06
Submit the completed prospectus along with any required documents to the designated location.

Who needs phillip-legacy-funds-prospectus?

01
Investors who are interested in investing in Phillip Legacy Funds.
02
Financial advisors who are recommending Phillip Legacy Funds to their clients.
03
Individuals or institutions looking to diversify their investment portfolios.
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The Phillip Legacy Funds Prospectus is a formal document that provides details about investment funds managed by Phillip, including investment objectives, risks, and costs associated with the funds.
Entities or individuals who manage or promote investment funds under the Phillip Legacy brand are required to file the prospectus.
To fill out the prospectus, one needs to gather required financial information, compliance details, and investment strategies, then input them into the structured format specified by regulatory authorities.
The purpose of the prospectus is to provide potential investors with critical information about the fund to help them make informed investment decisions.
The information that must be reported includes investment objectives, risk factors, historical performance, fees, and expenses.
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