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Get Download Additional Investment Form - Westpac Bluechip20
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How to fill out the Download Additional Investment Form - Westpac BlueChip20 online
Filling out the Download Additional Investment Form - Westpac BlueChip20 online can be a straightforward process if you follow the provided instructions. This guide will walk you through each step, ensuring that you complete the form accurately and efficiently.
Follow the steps to successfully complete the form.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin with Section 1, 'Borrower’s Details'. Enter the date in the specified format (dd/mm/yy) and provide the full names of all borrowers in clear capital letters. Ensure you include the Borrower's Client Code and Investor SMA number, if applicable.
- Move to Section 2, 'Additional Investment Instructions'. Specify the amount you wish to debit from your nominated bank account for a one-off investment. Also, indicate the amount you want to draw down from your Westpac BlueChip20 Margin Loan. Be mindful that the total investment amount must be correctly calculated.
- In Section 3, 'Signing Section', ensure all borrowers sign the form. If applicable, include the designation (e.g., Director, Sole Director/Sole Secretary) next to each signature. Remember to print names clearly.
- Review the completed form for accuracy, ensuring all fields are filled correctly and legibly before submission.
- Once satisfied with the information, save any changes you made, then download, print, or share the form as necessary.
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To download a CSV file from Westpac, you typically start by logging into your online banking account. Navigate to the reports or transactions section, where you can select the data you want and choose the CSV download option. This process can provide you with comprehensive data, which can be beneficial when you decide to download the Additional Investment Form - Westpac BlueChip20.
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