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UNIT TRUST APPLICATION FORM Legal Entities and Trusts HOW TO INVEST Before investing, please read the Terms and Conditions of this investment (attached hereto), and the Investment Option Brochure,
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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
Obtain the unit trust application form from the respective unit trust company or financial institution.
02
Read the instructions and guidelines provided with the application form carefully.
03
Fill out your personal details accurately, including your name, address, contact information, and identification details.
04
Provide the details of the unit trust scheme you wish to invest in, including the name of the fund, type of investment, and investment amount.
05
If you are investing in the unit trust on behalf of a minor or other individuals, provide their details as well.
06
If you are making a lump sum investment, indicate the payment method and attach the necessary bank documents.
07
If you are opting for a regular savings plan, specify the details of the monthly contribution and provide authorization for direct debit from your bank account.
08
Sign and date the application form.
09
Review the filled form to ensure all the required fields are completed accurately.
10
Submit the completed application form along with any supporting documents to the designated unit trust company or financial institution.

Who needs unit trust application form?

01
Anyone interested in investing in a unit trust scheme needs a unit trust application form.
02
Individuals who want to invest in mutual funds, trust funds, or other types of investment funds can benefit from using a unit trust application form.
03
Both beginners and experienced investors who wish to diversify their investment portfolio or achieve specific financial goals can make use of this form.
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The unit trust application form is a document that investors complete to apply for units in a unit trust scheme, allowing them to invest in a diversified portfolio of assets managed by a professional fund manager.
Any individual or institutional investor who wishes to invest in a unit trust fund must file a unit trust application form.
To fill out a unit trust application form, applicants should provide personal details, investment preferences, risk tolerance levels, and any required identification documents as specified by the fund manager.
The purpose of the unit trust application form is to formally initiate the investment process, providing necessary information to the fund manager to process the investment and adhere to regulatory requirements.
The information required typically includes investor's personal details, contact information, tax identification number, investment amount, bank details for transactions, and any required declarations related to anti-money laundering.
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