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OLD MUTUAL UNIT TRUSTS SWITCHING FORM IMPORTANT INFORMATION 1. Please complete all the relevant sections and sign section 13. Investors in Shari ah-compliant unit trusts must sign section 7 as well.

How to fill out old mutual unit trusts

1. First, gather all the necessary documents and information required to fill out the Old Mutual unit trusts. This may include your identification documents, proof of address, bank account details, and tax information.
2. Visit the Old Mutual website or contact their customer service to obtain the necessary application forms. These forms can usually be downloaded online or requested to be sent via mail.
3. Carefully read through the instructions provided on the application forms and ensure that you understand all the requirements and terms before proceeding.
4. Start filling out the application form by providing your personal details such as your name, contact information, and identification number.
5. Move on to the investment details section where you will need to specify the fund(s) in which you want to invest. You may need to do some research beforehand to determine which funds align with your investment goals and risk tolerance.
6. In case you are investing a lump sum amount, indicate the amount you wish to invest. If you prefer to make regular monthly contributions, specify the amount and select the payment method (direct debit, bank transfer, etc.).
7. Provide your bank account details for the purpose of investing or receiving dividends.
8. Ensure that you have completed all the required sections on the application form and have attached any additional documents or forms that may be requested. Double-check for any errors or missing information.
9. Review the terms and conditions of the Old Mutual unit trusts and make sure you are comfortable with them before signing the application form.
10. Once you have carefully reviewed and signed the application form, submit it to Old Mutual via the designated method mentioned in the instructions. This may include mailing the form, submitting it in person at a branch office, or submitting it online via their website.

Who needs old mutual unit trusts?

1. Individuals who want to grow their wealth over the long term by investing in a diversified portfolio of assets may find Old Mutual unit trusts beneficial. It provides an opportunity to earn potential returns based on the performance of the underlying investments.
2. Investors who prefer to have their funds managed by professionals and don't have the time, knowledge, or desire to actively manage their investments may opt for Old Mutual unit trusts. The investment managers at Old Mutual make informed decisions on the selection and allocation of investments within the funds.
3. Those who are looking for flexibility in their investments may find Old Mutual unit trusts suitable. Investors have the ability to make lump-sum investments or regular contributions based on their financial goals and circumstances.
4. Investors who want access to a wide range of investment options can benefit from Old Mutual unit trusts. It offers a variety of funds with different asset classes, risk profiles, and investment strategies, allowing investors to choose the one that aligns best with their individual objectives and risk appetite.
5. Old Mutual unit trusts may also appeal to individuals who prefer the convenience of a well-established and reputable investment provider. Old Mutual is a trusted financial services company with a track record in managing investments and delivering value to its clients.

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