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This form is used by investors to request a switch of units in Old Mutual unit trusts. It includes details on investor identity documentation, instructions for switches, changes to investment plans,
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How to fill out old mutual unit trusts
How to fill out OLD MUTUAL UNIT TRUSTS SWITCHING FORM
01
Begin by downloading the OLD MUTUAL UNIT TRUSTS SWITCHING FORM from the official website or request a paper form from your advisor.
02
Read the instructions carefully before starting to fill out the form.
03
Fill in your personal details at the top of the form, including your name, contact information, and account number.
04
Indicate the unit trust you wish to switch from and to by providing the necessary details in the respective sections.
05
Specify the amount you wish to switch or the percentage allocation you want for each trust.
06
Review all the details filled in to ensure they are correct.
07
Sign and date the form where indicated to authorize the switch.
08
Submit the completed form to your financial advisor or send it directly to Old Mutual, as per the instructions provided.
Who needs OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
01
Individuals who have existing investments in Old Mutual unit trusts and wish to change their investment allocations or switch to different funds.
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How do I contact Old Mutual unit trust?
Secure Website - Specific Assistance Customer Service Centre. Within South Africa: 0860 50 60 70. Outside South Africa: +27 21 503 1780. Superfund Service Centre. Within South Africa: 0860 20 30 40. Unit Trusts. Within South Africa: 0860 234 234. Wealth Service Centre. Within South Africa: 0860 999 199.
What are the risks of a unit trust?
Investing in a unit trust carries risks similar to other investments. The unit value or income may decrease, and an investor's principal is not guaranteed.
What are the disadvantages of a unit trust?
What are the disadvantages of unit trusts? Unit trusts generally invest only in listed financial assets (traded on an exchange) and therefore do not provide opportunities for investment in tangible assets such as gold coins, diamonds, stamps, or unlisted assets like privately held companies or hedge funds.
What is the golden rule of investing in unit trust?
Hold your unit trust funds for a longer horizon of 5 years or more to allow time for your investment to grow. Focus on your long term goals, stay invested despite the short-term market volatility and invest regularly. Investors often switch between funds in an attempt to improve their returns.
Is my money safe in a unit trust?
Even if the manager or fund manager goes out of business, the trustee will hold your assets safely on your behalf. The fund manager does not have direct access to the actual money invested in the unit trust.
What is unit trust switching?
Switching of units is considered a withdrawal or redemption of units from a fund and an application to purchase units of another fund.
Can unit trusts be transferred?
How to transfer to another person (Unit trusts/OEICs) You will need to complete a stock transfer form. Separate stock transfer forms are needed for each person you are transferring to and each fund being transferred.
What are the disadvantages of unit trusts?
Market Risk This is the risk that investors' investment in the unit trust fund may not grow or generate income at a rate that keeps pace with inflation. This would reduce investors' purchasing power even though the value of the investment in monetary terms has increased.
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What is OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
The OLD MUTUAL UNIT TRUSTS SWITCHING FORM is a legal document used by investors to request the switching of their investments from one unit trust to another within the Old Mutual investment platform.
Who is required to file OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
Investors who wish to change their current investment from one unit trust to another within the Old Mutual framework are required to file the OLD MUTUAL UNIT TRUSTS SWITCHING FORM.
How to fill out OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
To fill out the OLD MUTUAL UNIT TRUSTS SWITCHING FORM, investors should provide their personal details, specify the unit trusts they are switching from and to, and sign the form to authorize the transaction.
What is the purpose of OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
The purpose of the OLD MUTUAL UNIT TRUSTS SWITCHING FORM is to facilitate the process of transferring investments between different unit trusts, allowing investors to realign their investment portfolio according to their financial goals.
What information must be reported on OLD MUTUAL UNIT TRUSTS SWITCHING FORM?
The OLD MUTUAL UNIT TRUSTS SWITCHING FORM must report the investor's personal identification information, details of the current unit trust, details of the target unit trust, and the amount to be switched.
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