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MONA UNIT TRUST SCHEME (MONA FUND)ABRIDGED FINANCIAL STATEMENT FOR THE YEAR ENDED 30 JUNE 2015Wekeza Uwezeshwe! Eng Abridged Fin Statement MONA. Indy 111/12/15 3:43 Chairman Statement Dear Investors,
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How to fill out umoja unit trust scheme

How to fill out umoja unit trust scheme
01
Step 1: Obtain the Umoja Unit Trust Scheme application form from the authorized distributor or download it from the official website.
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Step 2: Carefully read the instructions and guidelines provided with the application form.
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Step 3: Fill out the personal information section including your full name, address, contact details, and identification information.
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Step 4: Provide the details of the investment option you wish to choose, such as the fund name, investment amount, and investment period.
05
Step 5: Review the terms and conditions of the Umoja Unit Trust Scheme and sign the application form.
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Step 6: Attach any required supporting documents, if applicable, such as identification proof or bank statements.
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Step 7: Double-check all the details filled in the application form for accuracy and completeness.
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Step 8: Submit the completed application form along with any required documents to the authorized distributor or the designated office.
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Step 9: Make the initial investment payment as per the instructions provided.
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Step 10: Keep a copy of the filled application form and payment receipt for your records.
Who needs umoja unit trust scheme?
01
Individuals who want to invest their money in a professionally managed trust scheme.
02
People who are looking for potential growth of their investments over the long term.
03
Those who prefer a diversified investment portfolio without the need for active management.
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Investors seeking a low-risk investment option with opportunities for capital appreciation.
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Individuals who want easy access to their investment funds with the flexibility to make withdrawals.
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People who want to benefit from the expertise of professional fund managers in making investment decisions.
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What is umoja unit trust scheme?
Umoja unit trust scheme is a collective investment scheme that pools money from many investors to invest in a diversified portfolio of assets.
Who is required to file umoja unit trust scheme?
The fund manager or trustee of the umoja unit trust scheme is required to file the necessary documents and reports with the regulatory authorities.
How to fill out umoja unit trust scheme?
To fill out the umoja unit trust scheme, the fund manager or trustee needs to provide detailed information on the scheme's investments, performance, fees, and other relevant details.
What is the purpose of umoja unit trust scheme?
The purpose of the umoja unit trust scheme is to provide investors with a professionally managed investment vehicle that offers diversification, liquidity, and potential returns.
What information must be reported on umoja unit trust scheme?
Information such as the scheme's net asset value, investment holdings, performance data, fees, and expenses must be reported on the umoja unit trust scheme.
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