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INSTITUTE OF CHARTERED ACCOUNTANTS GHANA CAG INVESTMENT IN EXCELLENCE Practice The Practice of Peak Performance On Wednesday, 22nd to Saturday, 25th June 2011 At La Palm Royal Beach Hotel La Accra
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01
Start by familiarizing yourself with the investment in excellence form. Read the instructions provided carefully to understand the purpose and requirements of the form.
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Begin filling out the form by entering your personal details in the designated sections. This may include your name, contact information, and any necessary identification numbers.
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Next, provide information about your current financial status, including your income, assets, and liabilities. Be accurate and make sure to include any relevant supporting documents, such as bank statements or investment portfolios.
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Proceed to the section dedicated to your investment goals and objectives. Here, you should clearly outline what you hope to achieve through this investment and specify any preferences or limitations you may have.
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Once you have identified your preferred investment options, complete the corresponding sections of the form. This may involve providing details about the investment products or funds you intend to invest in, as well as the desired amounts or percentages.
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Review the completed form thoroughly to ensure accuracy and completeness. Double-check all the information entered, and make any necessary corrections or additions.
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Obtain any required signatures, whether it's your own or from a financial advisor or representative, depending on the specific requirements of the investment in excellence form.
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Submit the completed form to the designated entity, such as a financial institution or investment firm, following their prescribed submission process. Keep a copy of the form for your records.

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Investment in excellence refers to the process of allocating resources, whether financial or otherwise, towards activities that improve overall quality, efficiency, and performance.
Typically, organizations or individuals who are focused on continuous improvement and quality enhancement are required to file investment in excellence.
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