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OLD MUTUAL UNIT TRUSTS ADDITIONAL & MONTHLY INVESTMENT AMENDMENT FORM IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 13. Investors in Shari ah-compliant unit trusts

How to fill out old mutual unit trusts

How to fill out Old Mutual Unit Trusts:

1. Begin by gathering all the necessary documents and information. This includes your identification documents, banking details, and tax information.
2. Visit the Old Mutual website or contact their customer service to request the necessary forms for opening a unit trust account.
3. Carefully read through the forms and ensure you understand all the terms and conditions before proceeding.
4. Complete the forms accurately and provide all the required information. Double-check for any errors or missing details.
5. If you are unsure about any section, seek assistance from a financial advisor or contact Old Mutual's customer service for guidance.
6. Once the forms are completed, attach any supporting documents required, such as proof of identification or address.
7. Review all the filled-out forms and supporting documents to ensure everything is in order.
8. Submit the forms and supporting documents through the designated channels, which may include mailing them to Old Mutual or submitting them electronically.
9. After submission, wait for confirmation from Old Mutual that your unit trust account has been opened successfully.
10. After your account is opened, you can begin investing in Old Mutual unit trusts by selecting the fund(s) that align with your financial goals and risk appetite.

Who needs Old Mutual Unit Trusts?

1. Individuals who want to grow their wealth over the long term may opt for Old Mutual Unit Trusts. These investments allow individuals to invest in various asset classes such as equities, bonds, and money market instruments.
2. Old Mutual Unit Trusts are suitable for those who prefer a diversified investment portfolio managed by professional fund managers.
3. Individuals who do not have the time or expertise to select individual investments may find unit trusts appealing, as they offer access to professionally managed portfolios.
4. Old Mutual Unit Trusts can be beneficial for investors seeking to achieve specific financial goals, such as saving for retirement, funding education expenses, or building an emergency fund.
5. Both novice and experienced investors can use Old Mutual Unit Trusts as a means to access the financial markets and potentially earn returns based on the performance of the underlying assets.
6. Investors who value the transparency and liquidity of their investments may find Old Mutual Unit Trusts suitable, as the units can be bought or sold on a daily basis.
7. Old Mutual Unit Trusts can also provide a convenient option for investors looking for regular income payments, as some funds offer regular distribution options.
8. Individuals who prefer to entrust the investment decision-making process to professionals and benefit from their expertise may choose to invest in Old Mutual Unit Trusts.

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What is old mutual unit trusts?

Old Mutual Unit Trusts are a type of investment where investors pool their money together to be managed by professional fund managers in a diversified portfolio of assets such as stocks, bonds, and other securities.

Who is required to file old mutual unit trusts?

Investors who have invested in Old Mutual Unit Trusts are required to file the necessary documentation related to their investment.

How to fill out old mutual unit trusts?

Investors can fill out Old Mutual Unit Trusts forms either online or by contacting Old Mutual directly for assistance.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual Unit Trusts is to provide investors with a professionally managed investment vehicle that offers diversification and potential for returns.

What information must be reported on old mutual unit trusts?

Investors must report their personal details, investment amount, chosen funds, and any changes to their investments during the reporting period.