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FOR OFFICE USE ONLY Trade Union Unit Trust Application Form Both sides of this form should be completed, in capitals, and sent to: TU Fund Managers Limited PO Box 3733, Royal Wotton Bassett, Swindon

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How to fill out trade union unit trust

How to Fill Out Trade Union Unit Trust:

01

Gather the necessary documents: Before filling out the trade union unit trust form, make sure you have all the required documents. This may include your identification, proof of address, and other relevant information.

02

Read the instructions carefully: Take the time to read through the instructions provided with the trade union unit trust form. This will help you understand the requirements and ensure that you fill out the form correctly.

03

Provide personal details: Start by providing your personal details, such as your name, date of birth, and contact information. Double-check the accuracy of these details to avoid any errors.

04

Fill in employment information: Provide information about your employment, including your job title, company name, and duration of employment. This information is important for the trade union to verify your eligibility for the unit trust.

05

Declare your union membership: Specify your union membership status and provide any required union membership details, such as your membership number.

06

Choose your investment options: Select the investment options that suit your preferences and investment goals. This typically includes the choice of asset allocation or investment strategy.

07

Provide banking details: Fill in your banking details accurately to facilitate contributions and withdrawals from the trade union unit trust. This may include your bank account number, branch code, and the name of the bank.

08

Review and sign the form: Carefully review all the information you have provided to ensure its accuracy. Once you are satisfied, sign the trade union unit trust form to attest to the accuracy of the information provided.

Who Needs Trade Union Unit Trust:

01

Employees: Trade union unit trusts are typically available to employees who are members of a trade union. If you are an employee and a member of a trade union, you may be eligible to participate in a trade union unit trust.

02

Union members interested in investing: Trade union unit trusts are designed to provide investment opportunities for union members. If you are a member of a trade union and have an interest in investing, a trade union unit trust may be suitable for you.

03

Individuals seeking a collective investment approach: Trade union unit trusts pool the funds of union members to invest collectively. If you prefer a collective investment approach rather than managing investments individually, a trade union unit trust can be a suitable investment option for you.

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What is trade union unit trust?

Trade union unit trust is a form of investment vehicle managed by a trade union for the benefit of its members.

Who is required to file trade union unit trust?

Trade unions are required to file trade union unit trust with the applicable regulatory body.

How to fill out trade union unit trust?

Trade union unit trust should be filled out by providing accurate and detailed information about the investments and beneficiaries.

What is the purpose of trade union unit trust?

The purpose of trade union unit trust is to provide financial benefits and support to the members of the trade union through collective investment.

What information must be reported on trade union unit trust?

Information such as investment holdings, returns, distributions, and beneficiary details must be reported on trade union unit trust.

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