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Email stanliblesotho stanlib.com Facsimile +266 2 232 6822New Business Investment Form Individual Collective Investments (Unit Trusts): Lesotho Note: This application form is solely for the New Account
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Existing portfolio holders refer to individuals or entities who currently hold an investment portfolio of securities or other financial assets.
The individuals or entities who hold an investment portfolio are required to file information about their existing portfolio holders.
Existing portfolio holders can fill out information about their portfolio by providing details such as the type of securities held, the quantity, and the value of each holding.
The purpose of reporting existing portfolio holders is to provide transparency and ensure compliance with regulations regarding ownership of securities and financial assets.
Information such as the names of the holders, the type and quantity of securities held, as well as the value of each holding must be reported on existing portfolio holders.
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