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OLD MUTUAL UNIT TRUSTS INDIVIDUAL BUYING FORM IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 14. Investors in Shariah compliant unit trusts must sign section 8

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How to fill out old mutual unit trusts

01

Start by researching and understanding the different types of Old Mutual unit trusts available.

02

Determine your investment goals and risk tolerance to choose the most appropriate unit trust for your needs.

03

Gather the required documents, including identification and proof of address.

04

Contact Old Mutual to open an investment account and complete the necessary application forms.

05

Submit the application forms along with the required documents.

06

Once your account is opened, deposit funds into your unit trust account.

07

Review and monitor your unit trust investments regularly to ensure they align with your objectives.

08

Consider seeking professional financial advice if needed.

Who needs old mutual unit trusts?

01

Individuals who are looking to invest their money in a diversified portfolio managed by professionals.

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Those who have a long-term investment horizon and can tolerate some level of risk.

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Investors who prefer a flexible investment vehicle that allows for regular contributions or withdrawals.

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Individuals who want to take advantage of potential growth opportunities in the financial markets.

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People who are looking for a reputable and established investment provider like Old Mutual.

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What is old mutual unit trusts?

Old Mutual Unit Trusts are investment funds that pool money from many investors to invest in securities such as stocks, bonds, and other assets.

Who is required to file old mutual unit trusts?

Investment managers and fund administrators are required to file Old Mutual Unit Trusts.

How to fill out old mutual unit trusts?

Old Mutual Unit Trusts can be filled out electronically through the online portal provided by the company.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual Unit Trusts is to provide investors with a diversified investment portfolio managed by professionals.

What information must be reported on old mutual unit trusts?

Information such as fund performance, holdings, expenses, and fees must be reported on Old Mutual Unit Trusts.

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