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This document is an application form for individuals wishing to invest in the Oasis Crescent Retirement Annuity Fund, outlining details such as member information, beneficiary nominations, investment
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How to fill out oasis crescent retirement annuity

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How to fill out Oasis Crescent Retirement Annuity Fund

01
Gather necessary documents such as ID, proof of income, and banking details.
02
Visit the Oasis Crescent website or contact a financial advisor for the annuity fund application form.
03
Complete the application form with personal details, including name, address, and contact information.
04
Specify your investment amount and choose the investment options that best suit your needs.
05
Review the terms and conditions of the fund carefully before submitting your application.
06
Submit the completed form along with the required documents either online or via a financial advisor.
07
Monitor your investment regularly and make adjustments if necessary.

Who needs Oasis Crescent Retirement Annuity Fund?

01
Individuals planning for retirement who want tax-efficient savings.
02
People seeking a secure income stream after retirement.
03
Individuals looking for a diversified investment option tailored for retirement planning.
04
Employees without a pension plan who need additional retirement savings.
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People Also Ask about

Oasis Crescent Property Fund operates as a closed-end investment trust. The firm intends to provide investors with a source of sustainable income through a listed and regulated Shariah compliant property fund.
Oasis Crescent Property Fund operates as a closed-end investment trust. The firm intends to provide investors with a source of sustainable income through a listed and regulated Shariah compliant property fund.
The fund aims to cash in on 95 percent of the gains made when share prices move up, but when share prices move down, the fund seeks to limit its losses to 85 percent of the market's loss. Over the past six years, Oasis exceeded its own targets and achieved 100 percent of the upside and only 30 percent of the downside.
The standard deviation of FASGX over the past three years is 13.28% compared to the category average of 14.03%. The standard deviation of the fund over the past 5 years is 14.06% compared to the category average of 15.26%. This makes the fund less volatile than its peers over the past half-decade.
Adam Ismail Ebrahim. CEO/Chief Investment Officer, Oasis Group Holdings Ltd.

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The Oasis Crescent Retirement Annuity Fund is a retirement savings investment vehicle designed to help individuals save for retirement. It allows members to make contributions and invest in various financial instruments to grow their retirement savings over time.
Individuals who have contributed to the Oasis Crescent Retirement Annuity Fund, including those seeking tax deductions on their contributions, are required to file. This typically includes South African taxpayers who are making regular contributions towards their retirement.
Filling out the Oasis Crescent Retirement Annuity Fund involves providing personal information, selecting investment options, specifying contribution amounts, and completing any necessary tax forms. It is advisable to consult a financial advisor for proper guidance.
The primary purpose of the Oasis Crescent Retirement Annuity Fund is to provide individuals with a structured way to save for retirement while enjoying potential tax benefits. It aims to ensure financial security in retirement by accumulating assets over time.
Information that must be reported includes the contributor's personal details, the amount contributed, the performance of investments, and any withdrawals or changes to the fund. Additionally, tax-related information may need to be reported depending on the individual’s tax status.
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Retirement Annuity Investment Application Pensions Fund Financial Advisor Beneficiary Nomination Bank Details Terms and Conditions Insurance Tax Information FICA Compliance

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