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Email: instructions×gallantry.co.ZA or Fax: 0860 000 655 or +27 (0)21 415 2492. Completed 'Unit Trust withdrawal instruction' form. Proof of your bank details ...
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How to fill out instruction form unit trust

01
Step 1: Obtain the instruction form unit trust from the relevant financial institution or investment company.
02
Step 2: Fill in your personal details, such as your name, contact information, and identification number.
03
Step 3: Specify the unit trust fund you wish to invest in by providing the fund name and the respective unit trust code.
04
Step 4: Indicate the investment amount or the number of units you want to purchase.
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Step 5: Choose the investment method, whether it's a lump sum payment or periodic contributions.
06
Step 6: Provide your bank account details for the purpose of transferring funds.
07
Step 7: Sign and date the instruction form to confirm your consent and agreement with the terms and conditions.
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Step 8: Submit the completed instruction form to the financial institution or investment company through the designated channels, such as in person or by mail.
09
Step 9: Keep a copy of the instruction form for your records.

Who needs instruction form unit trust?

01
Anyone who wishes to invest in a unit trust fund needs to fill out an instruction form unit trust.
02
This includes individuals who are looking to diversify their investment portfolio, grow their wealth, or save for long-term financial goals.
03
Investors who prefer a professionally managed investment vehicle and are willing to delegate the investment decisions to fund managers may opt for unit trust funds.
04
Additionally, individuals who want exposure to a diversified portfolio across different asset classes, such as stocks, bonds, and money market instruments, can benefit from unit trust funds.
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Instruction form unit trust is a document that provides guidelines on how to manage a unit trust investment.
Investors who hold units in a unit trust are required to file instruction forms.
You can fill out the instruction form unit trust by providing information such as your name, contact details, investment preferences, and any specific instructions for managing your unit trust investment.
The purpose of instruction form unit trust is to ensure that your unit trust investment is managed according to your preferences and instructions.
Information such as investor details, investment preferences, instructions for managing the unit trust investment, and any changes to previous instructions must be reported on the instruction form unit trust.
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