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OLD MUTUAL UNIT TRUSTS RETIREMENT ANNUITY FUND IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 13. Investors in Shari ah-compliant unit trusts must also sign section

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What is old mutual unit trusts?

Old Mutual Unit Trusts are investment funds managed by Old Mutual Investment Group. They allow investors to pool their money together, which is then invested across a range of assets such as stocks, bonds, and property, with the aim of achieving capital growth and generating income.

Who is required to file old mutual unit trusts?

Individuals or entities who have invested in Old Mutual Unit Trusts are not required to file them. However, they may be required to report their investments and any income earned from them for tax purposes.

How to fill out old mutual unit trusts?

Old Mutual Unit Trusts can be filled out by completing the necessary application forms provided by Old Mutual Investment Group. These forms require personal and financial information, investment preferences, and payment details.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual Unit Trusts is to provide individuals and entities with a convenient and professionally managed investment vehicle. By investing in Old Mutual Unit Trusts, investors can benefit from the expertise of investment professionals and gain exposure to a diversified portfolio of assets.

What information must be reported on old mutual unit trusts?

On Old Mutual Unit Trusts, investors must report their personal and financial information, including their contact details, tax identification number, and details of their investment preferences. They may also need to provide information on any investment income earned.

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