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PO Box 95104, Grant Park, 2051 × 23 Melrose Boulevard, Melrose Arch Tel. (0)11 809 7500 | info×sasfin.com | www.sasfin.com UNIT TRUST APPLICATION FORM INSTITUTIONAL INVESTORS/LEGAL ENTITIES Boutique
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How to fill out unit trust application form

01
Read the instructions and terms and conditions carefully before starting.
02
Gather all the necessary documents such as identification proof, bank details, and investment amount.
03
Fill in your personal information accurately, including your name, address, contact details, and occupation.
04
Provide the required information related to your investment preferences, such as the type of unit trust fund, investment goal, and risk tolerance.
05
Specify the investment amount and payment method you prefer.
06
Review the completed application form for any errors or missing information.
07
Sign the form at the designated space and attach any necessary supporting documents.
08
Submit the filled application form along with the required documents to the designated unit trust management company.

Who needs unit trust application form?

01
Individuals who are interested in investing in unit trusts.
02
Investors who seek professional management of their investment portfolio.
03
Those who want to diversify their investment across various asset classes and industries.
04
Individuals who are looking for potential long-term capital appreciation.
05
Investors who are comfortable with risks associated with market fluctuations.
06
People who want a hassle-free investment option that is managed by experienced fund managers.
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The unit trust application form is a document required to apply for participation in a unit trust scheme.
Investors who wish to participate in a unit trust scheme are required to file the unit trust application form.
The unit trust application form must be filled out completely and accurately, providing all required information and supporting documentation.
The purpose of the unit trust application form is to gather necessary information from investors who wish to participate in a unit trust scheme.
The unit trust application form typically requires information such as personal details, investment amount, risk tolerance, and investment objectives.
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