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Name of fund to be withdrawn All units Amount N or Cancel my debit order Class Yes Number of units No Sanlam Namibia Unit Trusts Sanlam Centre 145 Independence Avenue PO Box 317 Windhoek Namibia SNUT Sell Instruction Form 10/2016 T F E 264 61 294 7417 collective sanlam.com.na www. This includes your verified bank account details Financial Intelligence Act 13 of 2012 FIA requirements. Signature of investor Date OR Authorised signatory/ ies acting on behalf of the investor e.g. parents...
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How to fill out unit trusts sell instruction
How to fill out unit trusts sell instruction
01
To fill out a unit trusts sell instruction, follow these steps:
02
Begin by providing your personal information, including your full name, address, and contact details.
03
Specify the unit trusts you want to sell by providing the name of the fund and the number of units you wish to sell.
04
Indicate whether you want to sell all of your units or only a portion.
05
State your desired selling price per unit or select the prevailing market price option.
06
Choose the type of sale you prefer, such as a market order or limit order.
07
If applicable, specify any instructions regarding the settlement of funds, such as the account where the proceeds should be deposited.
08
Sign and date the sell instruction form.
09
Submit the completed form to the respective unit trusts provider or financial institution.
10
Keep a copy of the sell instruction for your records.
Who needs unit trusts sell instruction?
01
Anyone who holds unit trusts and wishes to liquidate their investment may need a unit trusts sell instruction.
02
Investors who want to redeem their units and convert them into cash or transfer them to another investment vehicle may require a sell instruction.
03
Individuals who wish to sell a portion or all of their units in a unit trust fund need to follow the sell instruction process.
04
Financial advisors or professionals handling their clients' unit trust investments may also utilize sell instructions to execute the selling process on behalf of the investors.
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What is unit trusts sell instruction?
Unit trusts sell instruction is a formal request to sell units of a unit trust fund.
Who is required to file unit trusts sell instruction?
Investors who wish to sell units of a unit trust fund are required to file unit trusts sell instruction.
How to fill out unit trusts sell instruction?
Unit trusts sell instruction can typically be filled out online through the investor's account on the fund manager's website.
What is the purpose of unit trusts sell instruction?
The purpose of unit trusts sell instruction is to notify the fund manager of the investor's intention to sell units of the fund.
What information must be reported on unit trusts sell instruction?
Unit trusts sell instruction typically includes the investor's details, number of units to sell, and any specific instructions.
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