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BIM Unit Trusts Application Form Individual Investors (new investors only) Please read all the information in this form carefully, including the terms and conditions in Appendix B and ensure you understand
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How to fill out bifm unit trusts application

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How to fill out bifm unit trusts application

01
Start by obtaining the application form for the BIFM Unit Trusts.
02
Read the instructions and requirements carefully before filling out the form.
03
Provide your personal details such as name, address, contact information, and identification number.
04
Indicate the type of unit trusts you wish to invest in and the investment amount.
05
If applicable, provide details of any existing unit trusts you currently hold.
06
Fill out the investment declaration section, stating your investment objectives and risk tolerance.
07
Review the form to ensure all information is accurate and complete.
08
Attach any required supporting documents, such as a copy of your identification, proof of address, or bank statements.
09
Sign and date the application form.
10
Submit the completed application form along with any required documents to the designated BIFM Unit Trusts office or authorized agent.

Who needs bifm unit trusts application?

01
Individuals who are interested in investing in unit trusts provided by BIFM.
02
Anyone who wants to diversify their investment portfolio and potentially earn returns from different asset classes.
03
Those who prefer a professional fund manager to handle their investments rather than making individual investment decisions themselves.
04
Investors who are looking for a long-term investment option and are willing to assume the associated risks.
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BIFM unit trusts application is a formal process through which investors can apply to invest in unit trusts managed by BIFM.
Individuals or entities looking to invest in BIFM unit trusts must file the application.
To fill out the BIFM unit trusts application, investors should provide personal details, investment amounts, and any required identification documents as per the guidelines.
The purpose of the BIFM unit trusts application is to facilitate the investment process and ensure compliance with regulatory requirements.
The application must report personal identification information, investment choices, banking details, and declarations of understanding of the risks involved.
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