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Get the free INVESTMENT CHOICE FORM - Asteron Life

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INVESTMENT CHOICE FORM Suncorp Life & Superannuation Limited ABN 87 073 979 530 AFS License No 229880 L10 321 Kent Street Sydney NSW 2000 GPO Box 134 Sydney NSW 2001 USE BLOCK LETTERS and dark ink
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How to fill out an investment choice form:

01
Begin by carefully reading through the investment choice form to familiarize yourself with its contents and requirements.
02
Enter your personal information accurately and completely in the designated fields. This may include your name, contact details, date of birth, and social security number.
03
Review the investment options provided on the form and consider your financial goals, risk tolerance, and investment preferences.
04
Select the investment options that align with your objectives by marking the corresponding checkboxes or filling in the required fields. Take time to understand the investment products available and their associated risks.
05
If the investment choices require allocation percentages, determine the desired distribution of your investment among the different options. Make sure the total distribution adds up to 100%.
06
If there is a section for beneficiary designation, provide the necessary details including the name, relationship, and percentage allocation for each beneficiary. This ensures that your investments are transferred according to your wishes in the event of your passing.
07
Once you have completed all the required sections, review your entries for accuracy and completeness. Double-check any calculations or allocations to eliminate errors.
08
Sign and date the investment choice form in the designated area to confirm that the information provided is true and accurate to the best of your knowledge.
09
If required, make a copy of the completed form for your records before submitting it to the appropriate party, such as your employer or investment provider.

Who needs an investment choice form?

01
Individuals who have a workplace retirement plan such as a 401(k) or a pension plan may need to fill out an investment choice form. This allows them to select from a range of investment options that suit their long-term financial goals.
02
Investors who open a new brokerage or investment account often need to complete an investment choice form. This helps their financial institution understand their investment objectives and preferences to provide appropriate investment recommendations.
03
Individuals seeking to diversify their investment portfolio or change their existing investment allocations should also consider using an investment choice form. This allows them to reallocate their investments according to their evolving financial strategy.
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The investment choice form is a document that allows investors to select specific investment options within their accounts.
Any individual or entity with investment accounts requiring clients to select investment options must file an investment choice form.
To fill out an investment choice form, investors must provide their account information and select the desired investment options.
The purpose of the investment choice form is to allow investors to tailor their investment portfolios according to their risk tolerance and financial goals.
Investment choice forms typically require account details, investment selection preferences, and investor contact information.
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Relevant keywords

2001 2013 au Connelly Superannuation superasteronlife asteronlife NSW Suncorp ABN GPO AFSL RSA0100AU RSA00111AU RSA0102AU RSA0576AU RSA0108AU Postcode RSA0011AU MySuper L10 AFS RSE AS02657 L0002059 CTE0078AU youd Workforce Optimum outlined Trustee complet

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