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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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What is select investment trust plan?
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.
Who is required to file select investment trust plan?
Individuals who wish to invest in trust funds through the select investment trust plan are required to file the plan.
How to fill out select investment trust 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.
What is the purpose of select investment trust plan?
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.
What information must be reported on select investment trust plan?
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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