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OLD MUTUAL UNIT TRUSTS BUYING FORM IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 14. Investors in Shari ah-compliant unit trusts must sign section 8 as well.

How to fill out old mutual unit trusts

How to Fill out Old Mutual Unit Trusts:

1. Start by gathering all the necessary information and documents before filling out the application form for Old Mutual Unit Trusts. This may include your identification details, financial details, and investment objectives.
2. Carefully read through the application form and ensure you understand all the terms, conditions, and investment options available. If you have any doubts or questions, seek clarification from an Old Mutual representative or financial advisor.
3. Complete the application form accurately and legibly. Ensure that all required fields are filled in and double-check for any errors or omissions. Provide the necessary supporting documents as requested, such as identity proof, proof of residence, and bank details.
4. Consider your investment goals and risk appetite when selecting the specific Old Mutual Unit Trusts funds to invest in. Old Mutual offers a wide range of funds catering to different investment objectives and risk profiles. Take your time to research and choose the funds that align with your financial goals.
5. If you’re uncertain about which funds to choose, it may be helpful to consult with a financial advisor who can provide personalized advice based on your individual circumstances.
6. Review the completed application form and supporting documents to ensure everything is accurate and in order. Any mistakes or discrepancies could delay the processing of your application.
7. Submit the completed application form and supporting documents to Old Mutual. You can either do this online through their website, by mail, or by personally visiting an Old Mutual branch or authorized distributor.
8. After submitting your application, you should receive confirmation and account details from Old Mutual. Keep these details safe for future reference and monitoring of your investment.
9. Monitor the performance of your Old Mutual Unit Trusts regularly and make any necessary adjustments or reviews based on changes in your financial circumstances or investment goals.

Who Needs Old Mutual Unit Trusts:

1. Individuals looking to invest their money in a professionally managed and diversified portfolio of assets may consider Old Mutual Unit Trusts. These investment vehicles provide access to a wide range of asset classes such as equities, bonds, and cash, allowing investors to diversify their risk.
2. Investors with varying risk appetites can find suitable options within Old Mutual Unit Trusts, as they offer funds with different risk profiles. Whether you are a conservative investor seeking stable returns or an aggressive investor aiming for higher potential growth, Old Mutual Unit Trusts provide options to suit your needs.
3. Those who prefer the convenience of having their investments managed by professional fund managers may find Old Mutual Unit Trusts suitable. These funds are actively managed by experienced investment professionals who make decisions based on market trends, economic conditions, and research to maximize potential returns.
4. Old Mutual Unit Trusts can be an option for investors with different investment goals, such as saving for retirement, education, or other long-term financial objectives. The variety of funds available can cater to different time horizons and investment objectives, allowing investors to align their investments with their specific financial goals.

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