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OLD MUTUAL UNIT TRUSTS LIVING ANNUITY IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 14. Investors in Shari ah-compliant unit trusts must sign section 7 as well.

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What is old mutual unit trusts?

Old Mutual Unit Trusts are investment vehicles that pool money from multiple investors to invest in a diverse range of assets, such as stocks, bonds, and other securities, in order to achieve specific investment objectives.

Who is required to file old mutual unit trusts?

Old Mutual Unit Trusts are managed by Old Mutual Investment Group and are open for investment by any individual or institutional investor who meets the eligibility requirements set by the fund.

How to fill out old mutual unit trusts?

To invest in Old Mutual Unit Trusts, individuals or institutions need to complete the necessary application forms, provide the required documentation, and make the initial investment amount as specified by the fund prospectus.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual Unit Trusts is to provide investors with a professionally managed investment portfolio that aims to generate attractive returns over the long term and help them achieve their financial goals.

What information must be reported on old mutual unit trusts?

Old Mutual Unit Trusts typically provide regular reports to investors, which include information about the performance of the fund, its holdings, fees and expenses, and any other relevant information that investors need to make informed decisions.

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