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Automatic Investment Plan Direct Debit Request (DDR) Instructions After reading the accompanying terms and conditions of Strategic Opportunities (Growth & Income) Funds (Fund) ARSN 668 357 837 Direct

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How to fill out automatic investment plan direct

01

Contact your financial institution to inquire about their automatic investment plan direct options.

02

Fill out the application form provided by the financial institution, providing necessary personal and account information.

03

Select the amount and frequency of the automatic investments you would like to make.

04

Review and sign the agreement to authorize the automatic investment plan direct.

05

Monitor your investments regularly and make any necessary adjustments over time.

Who needs automatic investment plan direct?

01

Individuals who want to automate their investment process and consistently contribute to their investment portfolio.

02

People who prefer a hands-off approach to investing and want a convenient way to grow their wealth over time.

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What is automatic investment plan direct?

The automatic investment plan direct is a program that allows investors to regularly contribute a fixed amount of funds into their investment account.

Who is required to file automatic investment plan direct?

Investors who wish to set up automatic contributions to their investment account are required to file automatic investment plan direct.

How to fill out automatic investment plan direct?

To fill out automatic investment plan direct, investors need to provide their personal information, bank account details, investment preferences, and the frequency of contributions.

What is the purpose of automatic investment plan direct?

The purpose of automatic investment plan direct is to help investors easily and consistently contribute funds to their investment account, without the need for manual intervention each time.

What information must be reported on automatic investment plan direct?

Automatic investment plan direct requires information about the investor's personal details, bank account information, desired investment amount, and frequency of contributions.

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