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106445 Unit Trust Application Form 18/3/09 10:40-Page 1 Unit Trust Application Form Before completing your application form, you must read the Simplified Prospectus which contains important information
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What is unit trust application form?
The unit trust application form is a document that is filled out by individuals or entities who wish to invest in a unit trust. It serves as an application for the purchase or redemption of units in the trust.
Who is required to file unit trust application form?
Any individual or entity interested in investing in a unit trust is required to file a unit trust application form. This includes both new investors and existing investors who wish to make additional investments or redeem their units.
How to fill out unit trust application form?
To fill out a unit trust application form, you need to provide information such as your personal details, investment amount, choice of funds, and any additional instructions. The form usually includes sections for you to fill in these details, and you can follow the instructions provided.
What is the purpose of unit trust application form?
The purpose of the unit trust application form is to gather the necessary information from investors to process their investment requests. It helps the unit trust manager or distributor to accurately record the investor's instructions and ensures compliance with regulatory requirements.
What information must be reported on unit trust application form?
The unit trust application form typically requires information such as the investor's name, contact details, identification documents, investment amount, choice of funds, bank account details, and any additional instructions or preferences.
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