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Harvard House, 3 Harvard Street, Hoick, 3290 Tells. (0)33 330 2164 admin group.co.ZA www.hhgroup.co.zaUNIT TRUST APPLICATION FORM DIRECT INVESTMENTS: INDIVIDUALS Boutique Collective Investments (RF)

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How to fill out unit trust application form

01

Read the instructions on the unit trust application form carefully.

02

Provide your personal information, such as your name, address, and contact details.

03

Indicate the type and amount of units you wish to purchase or redeem.

04

Specify the investment option or fund you want to invest in.

05

Fill out the payment details section, including the payment method and amount.

06

If you are investing as a joint account, provide the necessary information of the joint account holder.

07

Sign and date the form.

08

Submit the completed application form to the designated unit trust provider.

Who needs unit trust application form?

01

Anyone who wishes to invest in unit trusts or mutual funds needs to fill out a unit trust application form.

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What is unit trust application form?

A unit trust application form is a document used by investors to express their intention to invest in a unit trust scheme. It typically includes details about the investor and the amount they wish to invest.

Who is required to file unit trust application form?

Individuals or entities interested in investing in a unit trust are required to file the application form. This includes both new investors and existing investors looking to increase their investment.

How to fill out unit trust application form?

To fill out a unit trust application form, investors need to provide personal details, investment amount, choice of unit trust, and any required identification documentation. It is advisable to read the instructions carefully and ensure all information is accurate.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to formally initiate the investment process in a unit trust scheme, collect necessary investor information, and facilitate the management of the investment.

What information must be reported on unit trust application form?

Information that must be reported includes the applicant's name, contact details, identification number, the amount to be invested, selected unit trust scheme, and banking details for fund transfers.

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