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Maximum R2 500 per month R Starting month On which day of the month should the account be debited 1st 7th 15th 28th Debit order investments are subject to a 14-day clearance period. Kagiso funds Annual management fee excl VAT Lump sum investment min R5 000 max R2 500pm debit order increase Equity Income distribution Reinvest Kagiso Islamic Equity Fund Kagiso Top 40 Tracker Fund Kagiso Balanced Fund Kagiso Protector Fund Kagiso Stable Fund Deposit Multi-asset class its income it will not make...
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How to fill out unit trust funds
How to fill out unit trust funds
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What is unit trust funds?
Unit trust funds are collective investment schemes that pool money from many investors to invest in diversified portfolios of securities.
Who is required to file unit trust funds?
Unit trust funds are typically managed by professional fund managers and trustees who are required to file them with the relevant regulatory authorities.
How to fill out unit trust funds?
Unit trust funds are typically filled out by providing information on the fund's investment objectives, performance, fees, and holdings.
What is the purpose of unit trust funds?
The purpose of unit trust funds is to provide retail investors with access to professionally managed diversified investment portfolios.
What information must be reported on unit trust funds?
Information that must be reported on unit trust funds includes the fund's investment strategy, performance data, fees, and expenses.
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