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11th Floor, Convention Tower, CNR. Heerengracht Street & Walter Isuzu Avenue, Cape Town, 8001, South Africa t. (021 409 7100 | f: 021 425 6560 | www.bluealphafunds.comUNIT TRUST APPLICATION FORM INSTITUTIONAL
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How to fill out unit trust application form

01
To fill out a unit trust application form, follow these steps:
02
Obtain the unit trust application form from the relevant financial institution or authorized distributor.
03
Read the instructions and terms and conditions provided with the form.
04
Provide your personal details accurately, including your name, address, contact information, and identification details.
05
Specify the type of unit trust you wish to invest in and the amount you want to invest.
06
Choose the investment options, such as growth-oriented or income-oriented fund.
07
Fill in the bank details for payment and redemption purposes.
08
Review the completed form for any errors or omissions.
09
Sign and date the form.
10
Attach any required supporting documents, such as identification proof or proof of address.
11
Submit the filled-out form along with any supporting documents to the designated office or address as mentioned in the form's instructions.
12
Retain a copy of the form and supporting documents for your records.
13
It is recommended to seek professional advice or assistance if you have any doubts while filling out the form.

Who needs unit trust application form?

01
Anyone who wishes to invest in a unit trust needs the unit trust application form. It is required to open an account and make an investment in a unit trust fund. Individual investors, institutional investors, and corporate entities interested in investing in unit trusts all need to complete the application form.
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The unit trust application form is a document used by individuals to invest in a unit trust fund.
Any individual who wishes to invest in a unit trust fund is required to file the unit trust application form.
To fill out the unit trust application form, one must provide personal information, investment amount, and choose the type of unit trust fund.
The purpose of the unit trust application form is to gather information from individuals who wish to invest in a unit trust fund.
The unit trust application form must include personal details, investment amount, choice of fund, and payment method.
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