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Form 2 MATRIX INVESTMENT PLAN LUMP SUM ADDITIONAL INVESTMENT APPLICATION FORM To be completed by clients who already have Matrix Investment Plan accounts and who wish to make additional lump sum investments.
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01
Start by carefully reading the instructions provided with the form. This will ensure that you understand the purpose and requirements of form 2 - satrix.
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Finally, submit the form 2 - satrix according to the instructions provided. This may involve mailing it to a specific address or submitting it online through a designated website.
Who needs form 2 - satrix?
01
Individuals who are looking to invest in a satrix fund. Form 2 - satrix is typically used for the initial application process.
02
Investors who are buying or selling units in a satrix fund. This form may be required to process transactions and update investor information.
03
Individuals who want to make changes to their existing satrix investments. This could involve updating personal information, beneficiary details, or investment instructions.
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