Get Ma0342_0604_additional Form - Anz

Filling out the MA0342_0604_additional Form - ANZ online can seem daunting, but this guide will provide you with a clear, step-by-step process to ensure that your additional investment is completed correctly. Whether you are a seasoned investor or new to the process, you will find this guide helpful in navigating the form.

Follow the steps to fill out the MA0342_0604_additional Form - ANZ online

1. Click the ‘Get Form’ button to access the MA0342_0604_additional Form - ANZ and open it in your preferred editing tool.
2. In Section 1, provide your investor details by filling in your name(s), Australian Business Number (ABN) or Tax File Number (TFN), and investor number.
3. Move to Section 2 and enter your contact details. Fill in your name and a daytime telephone number where you can be reached.
4. In Section 3, specify the amount you wish to invest. Remember that the minimum additional investment is $50,000, unless your current balance is below $450,000, in which case the additional investment must raise your balance to at least $500,000.
5. After entering the amount, indicate the date of your investment in the provided format (DD/MM/YYYY).
6. In Section 4, read and acknowledge the declaration. Ensure you understand the implications of your investment and confirm your agreement by signing and dating the form. If applicable, specify your capacity next to your signature.
7. If you are signing under power of attorney, provide a statement confirming that you have received no notice of revocation of the power. Ensure you attach a certified copy of the Power of Attorney to the form.
8. Once completed, either fax your signed form along with evidence of your deposit to the Unit Trust Team of ANZ Managed Investments Limited, or send a cheque along with a completed form to the specified address.
9. To finalize the process, ensure you save any changes, and consider downloading or printing a copy for your records.

Complete your additional investment form online today for a smoother investment experience.