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UNIT TRUST REDEMPTION FORM
HOW TO REDEEM
Please complete all relevant sections of this form and send the required documents to Prescient Management Company (RF) (Pty) Ltd (the
Manager) at fax number
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How to fill out unit trust redemption form
How to fill out unit trust redemption form
01
Obtain a unit trust redemption form from the respective unit trust company or fund manager.
02
Fill in your personal details such as your name, address, and contact information.
03
Provide necessary information about the unit trust investment you want to redeem, such as the fund name, account number, and the number of units to be redeemed.
04
Indicate the bank account details where you want the redemption proceeds to be deposited.
05
Sign and date the form.
06
Attach any supporting documents that may be required, such as a copy of your identification document or investment statement.
07
Double-check all the information provided and make sure it is accurate.
08
Submit the completed form along with any supporting documents to the unit trust company or fund manager either in person or via mail.
09
Keep a copy of the filled-out form for your own records.
Who needs unit trust redemption form?
01
Anyone who wants to redeem their investment in a unit trust needs to fill out a unit trust redemption form. This includes individual investors, institutional investors, or any other entity that has invested in a unit trust and wishes to liquidate their holdings.
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What is unit trust redemption form?
A unit trust redemption form is a document that investors use to request the redemption or sale of their shares or units in a unit trust.
Who is required to file unit trust redemption form?
Investors who wish to redeem their units from a unit trust are required to file a unit trust redemption form.
How to fill out unit trust redemption form?
To fill out a unit trust redemption form, investors typically need to provide personal information, details of the unit trust, the number of units to be redeemed, and their signature.
What is the purpose of unit trust redemption form?
The purpose of the unit trust redemption form is to formally instruct the fund manager to process the sale of the investor's units in the unit trust.
What information must be reported on unit trust redemption form?
The information that must be reported generally includes the investor's name, contact information, unit trust name, unit holder number, number of units to redeem, and signature.
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