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REDEMPTION OF UNITS FORM 03 Date DISTRIBUTOR/FACILITATOR COPY DAY MONTH YEAR I/We request you to redeem my/our units according to the provisions of the Constitutive Document(s) and supplemental there
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How to fill out redemption of units form

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How to fill out redemption of units form:

01
Begin by carefully reading the instructions on the redemption of units form. Make sure you understand the requirements and any supporting documents that may be needed.
02
Provide your personal information as requested on the form. This may include your name, address, contact details, and identification number.
03
Indicate the number of units you wish to redeem. This could be the total number of units you hold or a specific amount you want to sell.
04
Fill in the date of redemption. This is the date on which you want the units to be redeemed.
05
Include any additional information or instructions that may be necessary for the redemption process. For example, if there is a specific bank account where you want the redemption proceeds to be credited, mention those details.
06
Sign and date the form to confirm your submission. Make sure your signature matches the one on record with the investment company or fund.

Who needs redemption of units form?

01
Investors in mutual funds or other investment schemes may need to fill out a redemption of units form. This form allows investors to sell their units in the fund and receive the corresponding proceeds.
02
Individuals who have decided to liquidate their investment or want to liquidate a portion of their investment may require a redemption of units form.
03
Investors who wish to switch their investments from one fund to another within the same fund house may also need to complete a redemption of units form.
04
In some cases, redemption of units forms may be necessary for tax purposes or to comply with regulatory requirements.
Overall, anyone who wants to redeem their units or make changes to their investment holdings in a fund will typically need to fill out a redemption of units form.
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Redemption of units form is a document used to request the redemption of units in an investment fund.
Investors or unit holders who wish to redeem their units are required to file redemption of units form.
To fill out redemption of units form, investors need to provide their personal information, details of units to be redeemed, and any other required information as specified by the fund.
The purpose of redemption of units form is to facilitate the process of redeeming units in an investment fund.
Information such as investor's name, account number, number of units to be redeemed, and any specific instructions for payment must be reported on redemption of units form.
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