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This document serves as an application form for individuals who wish to become members of the Old Mutual Unit Trusts Preservation Pension Fund or Provident Fund, and to invest in underlying unit trusts.
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How to fill out old mutual unit trusts
How to fill out OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS
01
Obtain the OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS application form from the official Old Mutual website or a financial advisor.
02
Fill out the personal information section, including your full name, contact details, and identification number.
03
Select the type of preservation fund you wish to invest in, ensuring that it aligns with your financial goals.
04
Decide on the amount you wish to invest and ensure it meets the minimum investment requirements.
05
Review and complete the declaration section, ensuring you understand the terms and conditions.
06
Provide any necessary supporting documents, such as proof of identification and address.
07
Submit the completed application form and supporting documents to Old Mutual either online or at a designated branch.
08
Monitor your investment regularly and understand the performance of your chosen preservation fund.
Who needs OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
01
Individuals looking for a retirement savings option after changing jobs or resigning.
02
People who want to preserve their retirement savings from previous employers.
03
Investors who seek a diversified investment strategy for long-term financial growth.
04
Individuals over the age of 55 who are approaching retirement and are looking for stable investment options.
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People Also Ask about
Can I withdraw from my preservation fund Old Mutual?
You can transfer the money from your company's pension or provident fund to the Old Mutual Preservation Fund and leave it to continue growing. In this way, you should have a healthy sum to invest when you retire. What's in it for you? Access your capital - you can make one full or partial withdrawal before retirement.
What are the benefits of a unit trust in Old Mutual?
No initial fees: We do not charge any upfront fees. Cash Withdrawal Facility: This allows you to make regular withdrawals from the Old Mutual Unit Trust Funds without penalty. Professionalism: You do not need to worry what stocks to select or what bonds to buy. Flexibility: There is no fixed investment period.
What is the disadvantage of a preservation fund?
Disadvantages of a preservation fund Withdrawal isn't advisable, because it's subject to the same tax rate as taking money out of a pension fund. 3. You can only make one cash withdrawal before retirement as a result of a divorce or maintenance order deduction.
How do I contact Protektor Preservation fund?
Want to know more about Protektor? Need more information? Here we answer all your questions but if you need more info you can speak to a consultant, call 0860 38 88 73.
How do I get my Old Mutual cash back?
Our way of thanking you for being an Old Mutual customer. CASH BACK BONUS. TO QUALIFY FOR YOUR CASH BACK BONUS YOU NEED TO: Remain claim-free for three consecutive years (36 months) Have uninterrupted cover for three consecutive years (36 months) Pay all your policy premiums every month. CASH BACK BONUS PAYMENT PROCESS.
Can I cash in my preservation fund?
Can a member withdraw money from the preservation fund? The member may withdraw either a portion of or the entire benefit from the preservation fund at any time (except as per point 6 above). However, only one withdrawal or partial withdrawal may be taken from the preservation fund prior to retirement.
Can I withdraw all my money from a preservation fund?
Can a member withdraw money from the preservation fund? The member may withdraw either a portion of or the entire benefit from the preservation fund at any time (except as per point 6 above). However, only one withdrawal or partial withdrawal may be taken from the preservation fund prior to retirement.
How do I contact the Old Mutual money account?
Call the Money Account Service Centre: 0860 222 252 (SA only) or +27 21 503 0303 (Outside SA) to report it. Visit an Old Mutual Branch as soon as possible to report a problem. You will need to bring your ID document and cellphone.
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What is OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
Old Mutual Unit Trusts Preservation Funds are investment vehicles designed to preserve accumulated retirement savings for individuals who leave their jobs or wish to consolidate their retirement portfolios.
Who is required to file OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
Individuals who have invested in Old Mutual Unit Trusts and have chosen to preserve their funds instead of cashing out are required to file for the Preservation Funds.
How to fill out OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
To fill out the Old Mutual Unit Trusts Preservation Funds, individuals must complete the application form provided by Old Mutual, ensuring all personal details, fund selection, and investment amounts are accurately entered.
What is the purpose of OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
The purpose of Old Mutual Unit Trusts Preservation Funds is to help individuals maintain their retirement savings in a tax-efficient manner while allowing them to benefit from continued investment growth.
What information must be reported on OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS?
Information that must be reported on Old Mutual Unit Trusts Preservation Funds includes the investor's personal details, fund details, investment contributions, and any changes in beneficiary information.
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