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II UNIT TRUST SWITCH FORM HOW TO INVEST 1. 2. Please send the completed Application Form to Prescient at fax number +27 21 700 5331 or email to pmancoadmin×prescient.co.ZA. Cut off times for receiving
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How to fill out unit trust switch form

01
To fill out a unit trust switch form, follow these steps:
02
Obtain the unit trust switch form from your investment provider or download it from their website.
03
Fill in your personal information, including your name, address, contact details, and investor identification number.
04
Specify the existing unit trust fund you want to switch from and provide the relevant details, such as the fund name, account number, and investment amount to be switched.
05
Indicate the new unit trust fund you wish to switch into and provide the necessary information, such as the fund name, account number, and desired investment amount.
06
Review the form for accuracy and completeness. Make sure all the required fields are filled correctly.
07
Sign and date the form to certify that the information provided is accurate and that you agree to the switch.
08
Submit the completed form to your investment provider by mail, email, or in-person.
09
Keep a copy of the filled-out form for your records.
10
Wait for confirmation from your investment provider regarding the unit trust switch.

Who needs unit trust switch form?

01
The unit trust switch form is needed by individuals who currently hold investments in unit trust funds and wish to switch their investment from one fund to another.
02
This form is applicable to investors who want to make changes to their existing unit trust investment portfolio.
03
It allows investors to reallocate their funds based on their changing investment objectives, risk tolerance, or market conditions.
04
In order to execute a unit trust switch, investors are required to complete and submit the unit trust switch form to their investment provider.
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Unit trust switch form is a document that allows investors to transfer their investments from one fund to another within the same unit trust scheme.
Investors who wish to change the allocation of their investments within a unit trust scheme are required to file unit trust switch form.
Investors can fill out unit trust switch form by providing details of their current investment holdings, the fund they wish to switch to, and signing the form to authorize the transfer.
The purpose of unit trust switch form is to allow investors to reallocate their investments within a unit trust scheme to better suit their financial goals and risk tolerance.
Information such as investor details, current investment holdings, fund to be switched to, and any specific instructions must be reported on unit trust switch form.
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