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KE Icea Lion Unit Trusts Redemption/Switch Form 2015-2025 free printable template

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ICEA LION UNIT TRUSTS REDEMPTION/SWITCH FORM CLIENT ACCOUNT CODE. First or only Applicant Second Applicant for joint a/c Client Name ID or Passport No. REDEMPTION INSTRUCTIONS FUND NAME Tick Amount Ksh Number of Units All units tick ICEA LION Money Market ICEA LION Equity Fund ICEA LION Growth Fund ICEA LION Bond Fund SWITCHING INSTRUCTIONS AMOUNT Ksh FROM TO REASONS FOR REDEMPTION/SWITCH. GENERAL TERMS AND CONDITIONS 1. Switches/Redemptions will be executed at the price of the dealing day...
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How to fill out KE Icea Lion Unit Trusts Redemption/Switch Form

01
Obtain the KE Icea Lion Unit Trusts Redemption/Switch Form from the official website or your nearest branch.
02
Fill out your personal details including your name, address, and contact information in the designated sections.
03
Specify the unit trust scheme you wish to redeem or switch from in the form.
04
Indicate the amount or number of units you want to redeem or switch.
05
Provide any necessary bank account information for the redemption funds to be transferred, if applicable.
06
Review the form for accuracy and completeness.
07
Sign the form to validate your request.
08
Submit the completed form to your financial advisor or send it to the appropriate office.

Who needs KE Icea Lion Unit Trusts Redemption/Switch Form?

01
Investors who wish to redeem their units or switch their investments between different unit trust schemes.
02
Clients looking for liquidity or experiencing changes in their investment strategy.
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The KE Icea Lion Unit Trusts Redemption/Switch Form is a document used by investors to either redeem their units in a unit trust or to switch from one unit trust to another within the Icea Lion investment offerings.
Investors who wish to redeem their units or switch their investment from one unit trust to another are required to file the KE Icea Lion Unit Trusts Redemption/Switch Form.
To fill out the KE Icea Lion Unit Trusts Redemption/Switch Form, investors need to provide personal details, specify the units they wish to redeem or switch, and sign the form as confirmation of their request.
The purpose of the KE Icea Lion Unit Trusts Redemption/Switch Form is to facilitate the process of redeeming or switching investments in unit trusts for investors, ensuring that their requests are documented and processed accurately.
The information that must be reported on the KE Icea Lion Unit Trusts Redemption/Switch Form includes the investor's personal details, the unit trust name, the number of units to redeem or switch, and any relevant payment or bank account details for the redemption.
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