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Get Wholesale Application
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How to fill out the Wholesale Application online
Filling out the Wholesale Application online is a straightforward process that allows potential investors to express their interest in the Merchant Opportunities Fund. This guide provides step-by-step instructions to ensure that all necessary information is completed accurately and effectively.
Follow the steps to successfully complete your application.
- Click the ‘Get Form’ button to access the Wholesale Application. This will allow you to review and edit the form as needed.
- Begin by indicating whether you are an existing investor in the Merchant Opportunities Fund. Check 'Yes' or 'No.' If 'Yes', provide your Investor Number.
- Provide investor details for up to two individuals. Include the surname, first name(s), title, and date of birth for each investor. If applying on behalf of a company or trust, fill in the company or trustee name and account designation.
- Enter your contact details. Include your residential or registered company address, any postal address if it differs, and provide your phone numbers and email address. If you are an overseas investor, specify your country of residence for tax purposes.
- Specify the investment amount you wish to invest in the fund. Please note the minimum investment is $10,000. Include the transfer details to the specified bank account.
- Fill in your Tax File Number (TFN) or exemption details. Note that not providing your TFN may result in tax being deducted at the highest rate.
- Read and sign the application declaration. Ensure all provided information is accurate and that you understand the risks associated with your investment.
- Sign and date the form. If there are multiple investors, ensure all required signatures are obtained.
- Complete any necessary adviser details, including the adviser's name, company, contact information, and any commission details if applicable.
- Once completed, save your changes. You can choose to download, print, or share the form as necessary.
Complete your Wholesale Application online today to take the next step in your investment journey.
The only legal way to buy wholesale without a license is if you're a consumer. If you're a customer of a business that resells wholesale goods to the public, this is not a problem. There are hundreds of wholesale businesses that simply import goods and turn them around at a profit.
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