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UNIT TRUSTS
APPLICATION FORM
INDIVIDUALS
To enable Old Mutual Unit Trust Company (Malawi) Limited to process this application form, please
ensure that it is completed in FULL and that all required
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How to fill out unit trusts additional investment

How to fill out unit trusts additional investment
01
To fill out unit trusts additional investment, follow the steps below:
02
Contact your investment provider or visit their website to access the necessary forms for additional investment.
03
Fill out the required personal information, such as your name, contact details, and identification number.
04
Provide details about your existing unit trust investment, including the fund name and account number.
05
Specify the amount you wish to invest as the additional investment and choose the payment method.
06
Review the completed form for accuracy and make sure all necessary fields are filled.
07
Sign the form and submit it through the designated channel, such as mailing it to the investment provider or submitting it online.
08
Keep a copy of the completed form for your records.
09
Proceed with the payment for the additional investment according to the instructions provided by your investment provider.
Who needs unit trusts additional investment?
01
Unit trusts additional investment is beneficial for individuals who:
02
- Already have an existing unit trust investment and want to increase their investment amount.
03
- Want to take advantage of potential market growth by increasing their exposure to unit trusts.
04
- Have surplus funds and are looking for an efficient and professionally managed investment vehicle.
05
- Seek to diversify their investment portfolios by adding unit trusts as an asset class.
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What is unit trusts additional investment?
Unit trusts additional investment refers to any additional capital put into a unit trust beyond the initial investment.
Who is required to file unit trusts additional investment?
Investors who have put additional capital into a unit trust are required to file unit trusts additional investment.
How to fill out unit trusts additional investment?
To fill out unit trusts additional investment, investors must provide details of the additional capital invested, the name of the unit trust, and other relevant information.
What is the purpose of unit trusts additional investment?
The purpose of unit trusts additional investment is to increase the capital in a unit trust, which can lead to potential higher returns for investors.
What information must be reported on unit trusts additional investment?
The information that must be reported on unit trusts additional investment includes the amount of additional capital invested, the name of the unit trust, and any other relevant details.
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