Sunday, September 05, 2010

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Wrap Accounts Requirement Check List

 

 

 

What is your annual income -:

 

 

What is your Age-:

 

 

Marital Status -:

 

 

Do you have any debts -:

 

 

Do you own any assets aside from super -:

 

 

Will you be trading in an investment account or investing your existing super account -:

 

 

If you are Investing with your super account please read the “ Investing with your super flyer’

 

 

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