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APPLICATION FORM. ISAs AND UNIT TRUSTS. ISA TRANSFERS. Legal General Portfolio Management Services Limited Please ensure you have read the Terms and Conditions and Simplified Prospectus carefully before you make any investment decisions.

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What is legal general unit trust?

A Legal General Unit Trust is a type of investment fund that allows individuals to pool their money together and invest it in a diversified portfolio of assets, such as stocks, bonds, and real estate.

Who is required to file legal general unit trust?

Legal General Unit Trusts are typically managed by a trustee, who is responsible for making investment decisions on behalf of the unit holders.

How to fill out legal general unit trust?

To fill out a Legal General Unit Trust, you will need to provide personal information, investment preferences, and sign the necessary legal documents.

What is the purpose of legal general unit trust?

The main purpose of a Legal General Unit Trust is to provide individuals with a convenient and cost-effective way to invest in a diversified portfolio of assets, managed by professional fund managers.

What information must be reported on legal general unit trust?

The information that must be reported on a Legal General Unit Trust includes the names and contact details of the unit holders, details of the assets held by the trust, and any income or gains generated by the trust.

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