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Affluence Income Trust Product Disclosure Statement Dated 16 JANUARY 2024 | APIR CODE AFX0870AU | ISIN AU60AFX08704 | ARSN 673 932 271 Issued By Affluence Funds Management Limited ABN 68 604 406 297
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01
Gather your financial documents, including income statements and tax returns.
02
Evaluate your financial goals and investment objectives before proceeding.
03
Visit the Affluence Investment Fund website or contact a representative for the application form.
04
Fill out the application form with personal information, investment experience, and financial status.
05
Specify the amount you wish to invest and your preferred investment strategy.
06
Review all information for accuracy and completeness.
07
Submit the application form along with any required documentation.
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Await confirmation and further instructions from the Affluence Investment Fund team.

Who needs affluence investment fund?

01
Individuals looking for investment opportunities to grow their wealth.
02
Accredited investors seeking alternative investment options.
03
High-net-worth individuals wanting to diversify their portfolios.
04
Those interested in managed funds that align with their financial goals.
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An affluence investment fund is a type of investment vehicle that pools capital from affluent investors to invest in a diversified portfolio of assets, typically managed by professional fund managers.
Affluent investors who are participating in or managing the affluence investment fund are required to file the necessary documentation with regulatory authorities.
To fill out an affluence investment fund form, investors typically need to provide personal information, investment amounts, and details regarding their financial status, along with any required documents.
The purpose of an affluence investment fund is to generate higher returns for investors by diversifying investments across various asset classes and leveraging the expertise of professional fund managers.
Information that must be reported on the affluence investment fund includes investor details, funding amounts, investment objectives, asset allocations, performance metrics, and any associated fees.
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