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Investment Platform B3 UNIT TRUST SWITCH INSTRUCTION When you should use this form This document is for existing investors that wants to transfer funds from one unit trust fund on the Investment Platform

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What is b-3 investment platform?

The b-3 investment platform is a financial reporting tool used by certain individuals and entities to disclose their investment activities and holdings.

Who is required to file b-3 investment platform?

Certain individuals and entities such as investment funds, financial institutions, and high-net-worth individuals are required to file the b-3 investment platform.

How to fill out b-3 investment platform?

The b-3 investment platform must be filled out by providing detailed information about the investments held, including the type, value, and ownership percentage.

What is the purpose of b-3 investment platform?

The purpose of the b-3 investment platform is to increase transparency in the financial markets and help prevent fraud and insider trading.

What information must be reported on b-3 investment platform?

Information such as the name of the investment, quantity held, purchase price, market value, and ownership percentage must be reported on the b-3 investment platform.

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