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UNIT TRUST APPLICATION FORM
For Individual Investors
HOW TO INVEST
Before investing, please read the Terms and Conditions of this investment (attached hereto), as well as the Investment Option Brochure,
carefully.
2.
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How to fill out unit trust application form

How to fill out unit trust application form
01
Start by gathering all the necessary information, such as your personal details, contact information, and identification documents.
02
Read the instructions provided with the unit trust application form carefully.
03
Fill in your personal details accurately, including your full name, date of birth, and address.
04
Provide your contact details, such as your phone number and email address.
05
Submit any required identification documents, such as a copy of your passport or driver's license.
06
Indicate the type of unit trust you want to invest in and the amount of investment.
07
Choose your preferred payment method and provide the necessary information.
08
Review the completed application form for any errors or omissions.
09
Sign the form and date it to confirm your agreement with the terms and conditions.
10
Submit the filled-out unit trust application form along with any supporting documents to the designated entity or investment company.
Who needs unit trust application form?
01
Individuals who want to invest their money in a professionally managed investment vehicle can use the unit trust application form.
02
Anyone interested in diversifying their investment portfolio can benefit from filling out a unit trust application form.
03
Investors who prefer a collective investment scheme that pools funds from various individuals can make use of the unit trust application form.
04
Individuals looking for a flexible investment option that offers potential returns and professional management may consider filling out a unit trust application form.
05
Both experienced and novice investors can utilize the unit trust application form to access investment opportunities.
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What is unit trust application form?
Unit trust application form is a document that individuals or entities use to apply for an investment in a unit trust fund.
Who is required to file unit trust application form?
Any individual or entity interested in investing in a unit trust fund is required to file a unit trust application form.
How to fill out unit trust application form?
To fill out a unit trust application form, the applicant needs to provide their personal information, investment amount, choice of fund, and sign the form.
What is the purpose of unit trust application form?
The purpose of the unit trust application form is to formally request an investment in a unit trust fund and provide the necessary information for the investment.
What information must be reported on unit trust application form?
The unit trust application form typically requires information such as the applicant's name, contact details, investment amount, choice of fund, and signature.
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