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Great Wester ford Bldg, 240 Main Road, Rondebosch, Cape Town, 7700 PO Box 35, New lands, 7725 e: admin centaur.co.ZA t: +72 (0)21 685 2408 www.centaur.co.zaUNIT TRUST APPLICATION FORMINSTITUTIONAL
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How to fill out additional investment debit order

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How to fill out additional investment debit order

01
To fill out additional investment debit order, follow these steps:
02
Contact your investment provider and inquire about the process of setting up an additional investment debit order.
03
Provide the necessary information such as your investment account details, the amount you wish to invest, and the frequency of the debit order.
04
Complete any required forms or documentation provided by your investment provider.
05
Ensure you have sufficient funds available in your bank account to cover the investment amount at the specified frequency.
06
Submit the completed forms or documentation to your investment provider as per their instructions.
07
Once the debit order is set up, monitor your bank account to ensure the investment debits are processed correctly.
08
If any issues or discrepancies arise, promptly contact your investment provider for assistance.

Who needs additional investment debit order?

01
Anyone who wishes to make additional investments in their chosen investment product can benefit from an additional investment debit order.
02
This facility allows individuals to automate the investment process by regularly contributing a predetermined amount from their bank account to their investment account.
03
It is particularly useful for individuals who want to save and invest on a regular basis without the hassle of manual transfers or remembering to make periodic investments.
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An additional investment debit order is a method for making extra contributions to an investment account on a regular basis, where funds are automatically debited from the investor's bank account.
Individuals who wish to make additional contributions to their investment accounts through a scheduled debit order are required to file additional investment debit orders.
To fill out an additional investment debit order, you typically need to provide your personal details, investment account information, the amount to be debited, the frequency of the debit, and your bank details.
The purpose of an additional investment debit order is to facilitate automatic and consistent contributions to an investment account, helping investors to grow their investments over time.
The information that must be reported typically includes the investor's identification details, investment account number, debit amount, debit frequency, bank account details, and authorization for the debit transaction.
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