Loading
Get Download Westpac Bluechip20 Product Disclosure Statement
How it works
-
Open form follow the instructions
-
Easily sign the form with your finger
-
Send filled & signed form or save
How to fill out the Download Westpac BlueChip20 Product Disclosure Statement online
This guide provides clear instructions on how to fill out the Download Westpac BlueChip20 Product Disclosure Statement online. By following these steps, you can ensure that your application process is smooth and efficient.
Follow the steps to complete your application online.
- Click the ‘Get Form’ button to obtain the Download Westpac BlueChip20 Product Disclosure Statement and open it in an editor.
- Begin with Part 1 – Registration Details. Fill out your personal information accurately, ensuring that it matches your identification documents to avoid any discrepancies.
- Proceed to Part 2, selecting whether you wish to receive the Separately Managed Accounts Annual Financial Report. This option can be indicated through a simple checkbox.
- In Part 3, provide the details of your adviser and Nominated Representative. Their information is essential for managing your investment effectively.
- Move on to Part 4 – Fees. Specify any applicable fees, including Adviser Service Fees and Direct Client Service Fees, ensuring they conform to the outlined limits.
- In Part 5, decide how you would like any income or dividends to be handled. Indicate your preference by ticking the relevant box.
- Complete Part 6 – Declaration and Signature. All applicants must sign the form. Ensure that the signature matches that on your identification documents.
- Once all sections are complete, review the Application Form for any missed fields or errors. Then, submit it along with the required Margin Lending documents to the designated address.
- Save any changes made during the process. You may choose to download, print, or share the completed document as needed.
Complete your application for the Download Westpac BlueChip20 Product Disclosure Statement online today!
Yes, you can download a copy of your bank statement at any time through your Westpac online banking account. This feature allows you to access a digital version of your statement whenever you need it. Simply log in, navigate to the 'Statements' section, and follow the prompts to download. Keeping an organized record of your financial documents can be incredibly helpful.
Industry-leading security and compliance
US Legal Forms protects your data by complying with industry-specific security standards.
-
In businnes since 199725+ years providing professional legal documents.
-
Accredited businessGuarantees that a business meets BBB accreditation standards in the US and Canada.
-
Secured by BraintreeValidated Level 1 PCI DSS compliant payment gateway that accepts most major credit and debit card brands from across the globe.