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Get /b Pds In Electronic Bform/b Are Entitled To Obtain A Paper Copy Of This Pds (including Br The
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How to fill out the PDS In Electronic Bform Are Entitled To Obtain A Paper Copy Of This PDS
Completing the Product Disclosure Statement (PDS) in electronic form is a crucial step for potential investors. This guide provides a clear and supportive approach to filling out the necessary sections of the PDS, ensuring you understand your entitlements and options.
Follow the steps to correctly fill out your PDS.
- Click the ‘Get Form’ button to obtain the form and open it in your preferred editor.
- Provide your personal information in the registration details section of the form. Ensure your name, address, and contact information are accurate to facilitate processing.
- Complete any required financial details, such as your investment amount and linking of bank account information for transactions relating to your account.
- Review the fees outlined in the application, including adviser service fees and direct client service fees. Ensure you understand all applicable charges.
- Fill in the dividends section if you wish to have investment income paid directly to your linked bank account.
- Sign the declaration and acknowledgment in Part 6, ensuring all parties involved consent to the application.
- Submit the completed application form along with any required margin lending documents to the stated address.
- Once submitted, await confirmation of your application, and remember to keep a copy of the document for your records. You can check the status of your application online.
Start your online application now to take the first step toward your investment journey!
To obtain your summary plan description, you can contact your human resources department or plan administrator directly. They can provide you with a copy, whether in electronic form or as a printed document. Remember, all participants are entitled to obtain a paper copy of this PDS upon request, ensuring you have easy access to important information.
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