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SELECT INVESTMENT TRUST PLAN APPLICATION PERSONAL DETAILS Title 1 If investing on behalf of a child under 18, please complete with their initials SECOND APPLICANT Title Surname Forenames Designation1
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The select investment trust plan is a financial investment plan that allows individuals to invest in a curated selection of trust funds managed by professional fund managers.
Individuals who wish to invest in trust funds through the select investment trust plan are required to file the plan.
To fill out the select investment trust plan, individuals need to provide their personal information, investment preferences, chosen trust funds, and any other required details specified by the plan provider.
The purpose of the select investment trust plan is to allow individuals to diversify their investment portfolio, gain access to professional fund management, and potentially earn returns from the performance of the trust funds.
The information required to be reported on the select investment trust plan includes personal identification details, financial information, investment preferences, chosen trust funds, and any other information deemed necessary by the plan provider.
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