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ROOF Pursuit Select ROOF Pursuit Select Personal Superannuation Forms Booklet Dated: 1 July 2014 Issuer: ROOF Investment Management Limited ABN 53 006 695 021 AFS License No. 230524 as Trustee of
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How to fill out ioof pursuit select personal:

01
Gather necessary information: Start by collecting all the required information, such as personal details, contact information, financial information, and investment preferences. Make sure you have all the necessary documents and details handy before starting the application process.
02
Access the application: Visit the IOOF website or contact their customer service to access the IOOF Pursuit Select Personal application form. Some financial institutions may also provide access to this application form.
03
Personal information: Begin by entering your personal information, including your full name, date of birth, residential address, and contact details. Provide accurate information as errors or discrepancies may lead to delays in processing your application.
04
Financial information: Next, you will be required to provide your financial information. This includes details about your employment status, income, assets, liabilities, and current investments. Fill out these sections accurately to help IOOF understand your financial situation.
05
Investment preferences: Indicate your investment preferences and objectives. This may include your risk tolerance, investment timeframes, desired asset classes, and any specific investment goals you want to achieve.
06
Review and submit: After completing all the necessary sections, review your application carefully to ensure accuracy. Check for any errors or missing information before submitting the form. Make sure to read and understand all the terms and conditions associated with the IOOF Pursuit Select Personal before proceeding.

Who needs IOOF Pursuit Select Personal:

01
Individuals looking for investment options: IOOF Pursuit Select Personal is designed for individuals who wish to invest their money and grow their wealth. It provides access to a range of investment options to suit different objectives and risk appetites.
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Those seeking professional expertise: IOOF Pursuit Select Personal offers the expertise of investment professionals who manage and monitor the investment options available. This can be beneficial for individuals who may not have the time or knowledge to manage their investments themselves.
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People planning for the future: IOOF Pursuit Select Personal can be suitable for individuals who have long-term financial goals, such as retirement planning, saving for a house, or funding their children's education. It offers various investment strategies that can help individuals work towards their financial goals.
Note: It is important to consider seeking independent financial advice before investing to ensure that IOOF Pursuit Select Personal aligns with your individual circumstances and objectives.
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ioof pursuit select personal is a specific type of personal investment product offered by IOOF, designed to help individuals achieve their financial goals.
Individuals who are interested in investing in IOOF pursuit select personal are required to file the necessary documents and information.
To fill out ioof pursuit select personal, individuals need to provide personal and financial information as requested by IOOF.
The purpose of ioof pursuit select personal is to assist individuals in growing their wealth and achieving their financial objectives.
Individuals must report their personal details, financial status, investment preferences, and risk tolerance on ioof pursuit select personal.
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