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Pin checks here. Do not staple. Unit holder Identity Verification Form Unit holder Identity Verification Form Responsible Entity Brookfield Capital Management Limited ACN 094 936 866 ADSL 223809 C.

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How to fill out verification form unitholder identity

How to fill out verification form unitholder identity:

01

Begin by carefully reading the instructions on the form. Make sure you understand all the requirements and documentation needed for verification.

02

Gather all the necessary documents such as proof of identification, proof of address, and any other supporting documents as specified in the form.

03

Fill in your personal information accurately in the designated fields. This may include your full name, date of birth, contact information, and any relevant identification numbers.

04

Provide details about your investment or ownership in the unit. Include the name of the unit or asset, the number of units held, and any other relevant information.

05

Carefully review the form to ensure all information is complete and accurate. Make any necessary corrections before submitting.

06

Sign and date the form as required.

07

Submit the form along with any supporting documents through the designated channel as mentioned in the instructions.

08

Keep a copy of the filled-out form and any submitted documents for your records.

Who needs verification form unitholder identity:

01

Investors or individuals who hold units in a particular investment or asset.

02

Unitholders or shareholders who are required by the concerned authority or institution to verify their identity for regulatory compliance.

03

Those who need to update their information or make changes to their existing unitholder identity records.

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What is verification form unitholder identity?

The verification form unitholder identity is a document used to verify the identity of the unitholders of a particular unit trust.

Who is required to file verification form unitholder identity?

All unitholders are required to file the verification form to ensure compliance with regulations.

How to fill out verification form unitholder identity?

The verification form must be filled out with accurate information about the unitholder's identity and submitted as required by the deadline.

What is the purpose of verification form unitholder identity?

The purpose of the verification form is to prevent fraud, money laundering, and ensure transparency in unit trust transactions.

What information must be reported on verification form unitholder identity?

Information such as name, address, identification number, and signature of the unitholder must be reported on the form.

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