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UNIT TRUST APPLICATION FORM For Individual Investors HOW TO INVEST Before investing, please read the Terms and Conditions of this investment (attached hereto), as well as the Investment Option Brochure, carefully. 2.
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How to fill out unit trust application form

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How to fill out unit trust application form

01
Start by reading the instructions provided with the unit trust application form.
02
Fill in your personal details, including your full name, address, contact number, and email address.
03
Provide your identification details, such as your IC number or passport number.
04
Indicate your investment amount and select the type of unit trust you wish to invest in.
05
If applicable, specify any additional instructions or preferences for your investment.
06
Sign and date the application form.
07
Provide any required supporting documents, such as a copy of your identification document.
08
Double-check all the details you have entered to ensure accuracy.
09
Submit the completed unit trust application form and accompanying documents to the relevant investment company or financial institution.
10
Keep a copy of the application form and any related documents for your records.

Who needs unit trust application form?

01
Anyone interested in investing in unit trusts needs a unit trust application form. This form is necessary for individuals who want to open a unit trust account and start investing in various funds offered by investment companies.
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A unit trust application form is a document used by investors to apply for units in a unit trust fund, enabling them to participate in a pooled investment managed by a fund manager.
Individuals or entities interested in investing in a unit trust fund are required to file a unit trust application form to formalize their investment.
To fill out the unit trust application form, investors need to provide personal details, investment amount, choice of fund, and other relevant information as specified in the form.
The purpose of the unit trust application form is to gather necessary information from investors to facilitate their investment and ensure compliance with regulatory requirements.
The application form typically requires personal identification information, details of the investment, bank account information for transactions, and in some cases, tax identification numbers.
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