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UNIT TRUST APPLICATION FORM Legal Entities and Trusts HOW TO INVEST Before investing, please read the Terms and Conditions of this investment (attached hereto), and the Investment Option Brochure,
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How to fill out unit trust application form

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How to fill out unit trust application form

01
Begin by reading the instructions provided in the unit trust application form.
02
Fill in your personal details accurately, including your full name, contact details, and identification information.
03
Specify the type of unit trust you wish to invest in and indicate the investment amount.
04
Provide your bank account details for electronic transfer and choose your preferred payment method.
05
If you are investing on behalf of a minor, include the minor's details and provide necessary legal documentation.
06
If applicable, declare any existing unit trust holdings or investments you might have.
07
Sign and date the application form, ensuring all required fields are completed.
08
Review the form for any errors or missing information before submission.
09
Submit the completed application form along with any required supporting documents to the designated unit trust provider or agency.
10
Keep a copy of the filled-out application form for your records.

Who needs unit trust application form?

01
Anyone who is interested in investing in unit trusts needs the unit trust application form. Whether you are an individual investor looking to diversify your portfolio or a parent seeking to invest on behalf of a minor, the application form is necessary to begin the investment process. Additionally, financial professionals or advisors who assist clients in investing in unit trusts also need access to the application form to facilitate the investment process.
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The unit trust application form is a document used for individuals or entities to apply to invest in a unit trust fund.
Any individual or entity interested in investing in a unit trust fund is required to file a unit trust application form.
To fill out a unit trust application form, one must provide personal information, investment amount, and sign the form as acknowledgement.
The purpose of the unit trust application form is to officially apply for an investment in a unit trust fund.
Information such as personal details, investment amount, and signature as acknowledgement must be reported on the unit trust application form.
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