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Joint Address Declaration Individuals/EntityBoutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms of the Collective Investment

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How to fill out unit trust application form

01

Read the instructions and information provided with the unit trust application form.

02

Fill out your personal information, including your full name, address, contact details, and identification number.

03

Provide details about the unit trust you want to invest in, such as the fund name, investment amount, and investment option.

04

If you are transferring funds from another investment or account, fill out the necessary information and provide relevant documents.

05

If you have a nominee or joint applicant, fill out their details as well.

06

Review the form for accuracy and completeness before submitting it.

07

Sign and date the application form.

08

Attach any required documents or supporting evidence.

09

Submit the completed form to the designated authorities or the unit trust company.

Who needs unit trust application form?

01

Any individual who wishes to invest in a unit trust needs to fill out the unit trust application form. This includes individuals who want to invest in mutual funds, exchange-traded funds (ETFs), or other similar investment options offered by unit trust companies.

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What is unit trust application form?

A unit trust application form is a document that investors complete to buy units in a unit trust. It includes personal information and investment choices.

Who is required to file unit trust application form?

Individuals or entities wishing to invest in a unit trust are required to file the application form.

How to fill out unit trust application form?

To fill out the unit trust application form, provide personal details such as name, address, and contact information, specify the desired investment amount, and sign the form.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to formally request the purchase of units in a trust and to collect necessary investor information.

What information must be reported on unit trust application form?

Information reported typically includes the investor's name, address, identification details, investment amount, and banking information for transactions.

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