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Lumpsum Investments

Understand one-time investments and associated market risks.

UNDERSTAND YOUR OPTIONS

Important things to know.

One-time investing

A lumpsum investment involves committing a single amount to an eligible product or scheme rather than contributing over multiple dates. The entry point can materially influence near-term performance.

Key considerations

Consider emergency cash needs, time horizon, market volatility, taxation and diversification.

Questions to discuss

How much you can invest without jeopardising liquidity and the circumstances in which you may need the money.

Information is general and educational. Product availability, eligibility and any regulated service depend on the firm's confirmed licences, registrations and partner arrangements. There are no guaranteed investment returns. Refer to relevant product documents and disclosures.

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