About this document
What this document is
A formal form used by a member of an investment group to request withdrawal and document the group’s response and settlement record.
Purpose
It helps the withdrawing member and the investment group record notice, verify membership details, agree how the member’s interest is valued, and acknowledge payment or outstanding obligations.
Key components
- Member and group details identifying the withdrawing member and the investment group
- Withdrawal notice stating the intended effective date and reason where voluntarily provided
- Membership interest and contribution record for the group’s verification
- Group assessment of valuation, liabilities, deductions and settlement method
- Member declarations and instructions for settlement of funds or assets
- Acknowledgement, release and continuing obligations after withdrawal
- Withdrawal decision and approval record by authorised group officials
- Member, group representative and witness signature blocks
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