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Unit Trusts Application Form Non-Individual Investors (new investors only) View the full list of funds and the Minimum Disclosure Documents (MDD's) with applicable fund minimums and fees, refer to

How to fill out non - individual investors

How to fill out non - individual investors

1. Gather all the necessary information about the non-individual investor, such as their name, address, and contact details.
2. Determine the type of non-individual investor, whether it is a corporation, partnership, trust, or other legal entity.
3. Fill out the required sections of the non-individual investor form, providing accurate and complete information.
4. Provide any supporting documentation or attachments that may be required, such as legal documents, certificates, or proof of identity.
5. Review the filled-out form and ensure all fields are properly completed and any necessary signatures are provided.
6. Submit the completed form and any supporting documents to the relevant authority or organization as instructed.
7. Keep a copy of the filled-out form and supporting documents for your records.

Who needs non - individual investors?

1. Non-individual investors are needed by various organizations and institutions for different purposes.
2. Corporations: Non-individual investors like corporations are needed by other companies as shareholders or partners in business ventures.
3. Investment Funds: Non-individual investors such as pension funds or hedge funds are needed by investment firms or asset managers to diversify their investments.
4. Startups: Non-individual investors can provide crucial funding and expertise to startups, helping them grow and succeed.
5. Real Estate Developers: Non-individual investors are often required by real estate developers to finance large-scale projects.
6. Government Entities: Non-individual investors, such as sovereign wealth funds, can help governments stimulate economic growth or fund public infrastructure projects.

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What is non - individual investors?

Non - individual investors are legal entities such as corporations, trusts, or partnerships that invest in financial markets.

Who is required to file non - individual investors?

Non - individual investors are required to be filed by companies or entities that fall under the category of non - individual investors.

How to fill out non - individual investors?

Non - individual investors can be filled out by providing detailed information about the legal entity, including the company name, address, ownership structure, and financial information.

What is the purpose of non - individual investors?

The purpose of reporting non - individual investors is to provide transparency and ensure compliance with regulatory requirements.

What information must be reported on non - individual investors?

Information such as the legal name of the entity, address, ownership details, financial information, and any other relevant information must be reported on non - individual investors.