Get the free UNIT TRUST - ANNEXURE B FOR NON-AUTHORISED INDIVIDUALS

SA FORM UNIT TRUST Appendix B (FOR UNAUTHORIZED INDIVIDUALS) Prudential Portfolio Managers Unit Trusts Ltd (Registration number: 1999/0524/06) (the Manager) is an approved CIRCA management company

How to fill out unit trust - annexure

How to Fill Out Unit Trust - Annexure:

1. Gather all necessary information: Before filling out the unit trust annexure, make sure to gather all relevant information such as personal details, investment amount, investment objective, and any other required details.
2. Understand the purpose of the annexure: The unit trust annexure is typically used to provide additional information about the investor and their investment objectives. It may include details on risk tolerance, investment time horizon, and financial goals.
3. Complete the personal details section: Start by filling out the personal details section, including your full name, address, contact information, and any other required personal information.
4. Provide investment details: Next, provide details about the investment, including the amount you wish to invest, the type of unit trust you are interested in, and any specific investment preferences you may have.
5. Assess your risk tolerance: Some annexures may include a section to assess your risk tolerance. Answer honestly and accurately to ensure you are matched with an appropriate investment option.
6. Determine investment time horizon: Indicate your investment time horizon, whether it is short-term, medium-term, or long-term. This will help the fund manager determine suitable investment options for you.
7. Specify investment objectives: Clearly state your investment objectives, whether it is growth, income, capital preservation, or a combination of these. This information will guide the fund manager in selecting the most appropriate investment strategies.
8. Provide any supporting documents: In some cases, you may be asked to submit supporting documents along with the annexure. These could include identification proof, proof of address, and other relevant documents.

Who needs unit trust - annexure?

1. Individual Investors: Any individual who wishes to invest in a unit trust and is required to provide additional information about their investment objectives and personal details may need to fill out the unit trust annexure.
2. Financial Advisors: Financial advisors may also need to fill out the unit trust annexure on behalf of their clients to gather relevant information about their investment goals and preferences. This helps them make suitable investment recommendations.
3. Fund Managers: Fund managers utilize the information provided in the unit trust annexure to assess an investor's profile and recommend appropriate investment options. They may need to review these annexures to ensure the investments align with the investor's objectives.

In summary, filling out the unit trust annexure involves gathering necessary information, understanding its purpose, completing personal and investment details, assessing risk tolerance and investment objectives, and submitting any required supporting documents. Individual investors, financial advisors, and fund managers may all have a role in utilizing unit trust annexures.

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What is unit trust - annexure?

Unit trust - annexure is a form or document that provides detailed information about a unit trust, including its assets, liabilities, income, and expenses.

Who is required to file unit trust - annexure?

Unit trust - annexure must be filed by individuals or entities that operate or are beneficiaries of a unit trust.

How to fill out unit trust - annexure?

Unit trust - annexure can be filled out by providing accurate and complete information about the unit trust's financial activities, investments, and distributions.

What is the purpose of unit trust - annexure?

The purpose of unit trust - annexure is to provide transparency and accountability regarding the financial status and performance of a unit trust.

What information must be reported on unit trust - annexure?

Information that must be reported on unit trust - annexure includes details about the unit trust's investments, income, expenses, and any distributions made to beneficiaries.