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ROOF WealthBuilder Application form individual/joint investors and sole traders assistance please contact Investor Services on 1800 002 217 This application form accompanies the ROOF WealthBuilder

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How to fill out ioof wealthbuilder - investments

01

Log in to your ioof wealthbuilder account

02

Click on the 'Investments' tab

03

Select the type of investment you want to make

04

Fill out the required information such as amount, duration, and risk profile

05

Review and confirm your investment details

Who needs ioof wealthbuilder - investments?

01

Individuals who are looking to invest their money in managed funds

02

People who want a convenient and user-friendly platform to manage their investments

03

Investors who want a diversified portfolio managed by professional fund managers

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What is ioof wealthbuilder - investments?

ioof wealthbuilder - investments is a platform offered by IOOF that allows individuals to invest in a range of investment options to help grow their wealth.

Who is required to file ioof wealthbuilder - investments?

Individuals who have opened an account with IOOF and have invested in the wealthbuilder - investments platform are required to file.

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Individuals can fill out ioof wealthbuilder - investments by logging into their account on the IOOF website and following the instructions provided.

What is the purpose of ioof wealthbuilder - investments?

The purpose of ioof wealthbuilder - investments is to help individuals grow their wealth by investing in a range of investment options.

What information must be reported on ioof wealthbuilder - investments?

Information such as account details, investment performance, transactions, and any changes to personal information must be reported on ioof wealthbuilder - investments.

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