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TOR ICA ABSOLUTE RETURN INCOME FUND
ADDITIONAL APPLICATION From
This application form accompanies the Product Disclosure Statement (PDS)/Information Memorandum (IM)
relating to units in the following
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Who needs perpetual wealthfocus investment funds?
01
Individuals looking for long-term investment opportunities
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What is perpetual wealthfocus investment funds?
Perpetual Wealthfocus Investment Funds are investment vehicles managed by Perpetual Limited, typically offering a range of investment options to investors.
Who is required to file perpetual wealthfocus investment funds?
Investors who hold units in Perpetual Wealthfocus Investment Funds are required to report their investments on their tax returns.
How to fill out perpetual wealthfocus investment funds?
Investors can fill out the necessary information regarding their investments in Perpetual Wealthfocus Investment Funds on their tax forms or seek assistance from a tax professional.
What is the purpose of perpetual wealthfocus investment funds?
The purpose of Perpetual Wealthfocus Investment Funds is to provide investors with a diversified portfolio of investments to help grow their wealth over time.
What information must be reported on perpetual wealthfocus investment funds?
Investors must report the value of their investments, any income earned, and any transactions made within the reporting period for their Perpetual Wealthfocus Investment Funds.
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