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28 February 2013 Dear Unit holder NIKKI AM FUNDS SEMI-ANNUAL ACCOUNTS AND SEMI-ANNUAL REPORTS FOR THE FINANCIAL PERIOD ENDED 31 DECEMBER 2012 As part of our initiative to Go Green, we have made available

How to fill out dear unitholder

How to Fill Out Dear Unitholder:

1. Begin by addressing the letter to the appropriate individual or entity. Make sure to use the correct salutation and include any necessary contact information.
2. Start the letter by explaining the purpose and context of the communication. Clearly state why you are writing to the unitholder, whether it is to provide important updates, announce new policies, seek their feedback, or any other relevant reason.
3. Clearly organize the content of the letter. Use headings, bullet points, or numbered lists to make it easier for the unitholder to understand and navigate through the information presented.
4. Provide concise and accurate details about the specific topic or issue being addressed. This could include financial statements, performance reports, investment updates, policy changes, or any other pertinent information.
5. Use simple, plain language that is easy to comprehend. Avoid using jargon or technical terms that the unitholder may not understand. If necessary, provide explanations or definitions for any specialized terminology used.
6. Include any relevant deadlines, instructions, or actions required from the unitholder. This could involve completing forms, providing additional information, or making decisions.
7. End the letter with a clear call to action or next steps. This could involve requesting the unitholder's response, providing contact information for further inquiries, or outlining any follow-up procedures.

Who Needs Dear Unitholder:

1. Investment Funds: Investment funds, such as mutual funds, exchange-traded funds (ETFs), or real estate investment trusts (REITs), often need to communicate important information or updates to their unitholders. This helps to keep them informed about their investments, performance, and any changes in policies or regulations.
2. Corporations or Companies: If a corporation or company has issued units as a form of ownership or equity, they may need to communicate with their unitholders. This could involve providing updates on financial performance, dividends or distributions, shareholder meetings, or any other matters that may affect the unit-holding shareholders.
3. Trusts: Trusts that have issued units, such as unit trusts or business trusts, may need to address their unitholders. They may need to provide information on the trust's activities, investment strategies, tax reporting, or any other matters relevant to the unitholders' interests.

Overall, anyone who has issued units to investors or shareholders, whether in an investment fund, corporation, or trust, may need to communicate with their unitholders in the form of a "Dear Unitholder" letter. This ensures transparency, accountability, and effective communication between the issuing entity and its unitholders.

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What is dear unitholder?

Dear unitholder is a formal letter or communication addressing a unit holder in an investment fund or company.

Who is required to file dear unitholder?

The fund manager or company responsible for managing the investment fund is required to file dear unitholder.

How to fill out dear unitholder?

Dear unitholder can be filled out by including relevant information about the fund, updates on performance, distributions, and any other necessary details for unit holders.

What is the purpose of dear unitholder?

The purpose of dear unitholder is to keep unit holders informed about the status of their investments, fund performance, and any important updates.

What information must be reported on dear unitholder?

Information such as fund performance, distributions, changes in management, regulatory updates, and other relevant details must be reported on dear unitholder.