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SA FORM INVESTOR ADDRESS DECLARATION FORM Prudential Portfolio Managers Unit Trusts Ltd (Registration number: 1999/0524/06) (the Manager) is an approved CIRCA management company (#29). Assets are

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How to fill out investor address declaration form

How to fill out investor address declaration form:

01

Start by providing your personal information, including your name, address, phone number, and email address.

02

Indicate whether you are an individual investor or representing a company/institution.

03

Fill in your investor identification number or any other relevant identification details.

04

Provide your investment portfolio details, including the types of assets you invest in and the amount of investment.

05

Indicate any changes or updates in your address or contact information, if applicable.

06

Sign and date the declaration form to acknowledge the accuracy of the information provided.

Who needs investor address declaration form:

01

Individuals who are registered investors and hold investments in various assets such as stocks, bonds, or mutual funds.

02

Companies or institutions that manage investment portfolios on behalf of their clients.

03

Investors who have experienced changes in their address or contact information and need to update their records.

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What is investor address declaration form?

Investor address declaration form is a document that requires investors to provide their current address to the relevant authority.

Who is required to file investor address declaration form?

All investors who have invested in a particular investment scheme or company are required to file the investor address declaration form.

How to fill out investor address declaration form?

Investors can fill out the investor address declaration form by providing their full name, contact information, and current address as requested on the form.

What is the purpose of investor address declaration form?

The purpose of the investor address declaration form is to ensure that the authority has up-to-date contact information for all investors in a particular scheme or company.

What information must be reported on investor address declaration form?

Investors must report their full name, contact information, and current address on the investor address declaration form.

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