| How to use the DIOA service To
make investments using the DIOA service...
- You choose your
investment(s),
- You obtain
your prospectus(es),
- You complete the prospectus application form(s), leaving
blank any information for the Adviser to complete,
- If the manager has already written DIOA's Dealer Code on the application form, go to the final step otherwise..
- If a dealer code exists (see list),
you write it in the agent /
dealer / broker area of the application and go to the final step otherwise...
- You Down load a DIOA
covering statement, print it, sign it and attach it to the application and go to the final step otherwise...
- If you dont have a printer, write "DIOA PO Box Y3584 Perth WA 6000.
Information. No advice. Minimum commission." in the agent / dealer / broker area of
the form.
- If you have a lot of applications to submit, you might want to Down load a sheet of DIOA stickers (.ZIP / Word 6.0) ,
print them and put a DIOA sticker over the agent/ broker area.
Then finally....
You send the prospectus application form and
your cheque to the investment manager as instructed in the
prospectus (not to DIOA).
The investment manager, not DIOA, will acknowledge your
investment.
Thank you for using the DIOA service. If you wish, you can calculate your DIOA savings
using our online DIOA Savings Ready-Reckoner. |