EXIT

YOUR DETAILS
INVESTMENT
FUND ACCOUNT
REVIEW
Investment summary

Did we get everything right?

Your Details

Title
First name
Last name
Gender
Date of birth
Mobile number
Email address
Residential address
Postal address
Occupation
Tax file number
Country of Permanent Residency
$[[otherCountryMainResidence-display]]
Tax residency status - Australia
$[[taxResident]]
Tax residency status- Another
United States
Tax residency status - Others
$[[secondTaxResident_Country_SC1-display]]
Tax Identification Number
Tax Identification Number 2
Tax residency status- Another
$[[otherTaxResident_Country_SC2-display]]
Tax residency status - Others
$[[secondTaxResident_Country_SC2-display]]
Tax Identification Number
Tax Identification Number 2
Tax residency status- Another
$[[otherTaxResident_Country_SC3-display]]
Tax residency status - Others
$[[secondTaxResident_Country_SC3-display]]
Tax Identification Number
Tax Identification Number 2

Funding Your Account

Initial investment amount
Are we debiting a bank account that is in your name for initial investment plan?
$[[bankDebit]]
Account Name
Initial investment - branch number (BSB)
Initial investment - account number
Are we debiting a bank account that is in your name for regular investment plan?
$[[regularBankDebit]]
Regular investment plan amount
monthly
Regular Investment - account name
Regular Investment - branch number (BSB)
Regular Investment - account number
Income Distribution
Income Distribution
Income Distribution - account name
Income Distribution - branch number (BSB)
Income Distribution - account number
Income Distribution - account name
Income Distribution - branch number (BSB)
Income Distribution - account number

Initial Investment Details

Total

0.00%

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