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ADDITIONAL INVESTMENT / DEBIT ORDER INSTRUCTION INDIVIDUALS / ENTITYBoutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms

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How to fill out additional investment debit order

01

To fill out an additional investment debit order, follow these steps:

02

Obtain the necessary forms from your investment provider or institution.

03

Fill out your personal information, including your name, contact details, and any applicable account numbers.

04

Specify the investment product or portfolio you wish to make an additional investment in.

05

Indicate the amount you would like to invest through the debit order.

06

Provide your bank account details for the debit order, including the account number and branch code.

07

Sign and date the form, ensuring you have read and understood the terms and conditions.

08

Submit the completed form to your investment provider or institution either in person or through the specified submission channels.

Who needs additional investment debit order?

01

Anyone who wants to make additional investments in their chosen investment product or portfolio can benefit from an additional investment debit order.

02

It is particularly useful for individuals who wish to automate their investment contributions regularly without the need for manual transfers or deposits.

03

Additionally, those who prefer a disciplined approach to investing and want to take advantage of dollar-cost averaging can find value in setting up an additional investment debit order.

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What is additional investment debit order?

Additional investment debit order is a payment method that allows an investor to regularly invest a set amount of money into an investment fund or account.

Who is required to file additional investment debit order?

Any individual or entity who wants to invest regularly using a debit order can file an additional investment debit order.

How to fill out additional investment debit order?

To fill out an additional investment debit order, the investor needs to provide their bank details, investment fund information, and the amount they wish to invest regularly.

What is the purpose of additional investment debit order?

The purpose of additional investment debit order is to facilitate regular investments into an investment fund or account without the need for manual transactions.

What information must be reported on additional investment debit order?

The information required on an additional investment debit order includes bank details, investment fund information, and the amount to be invested regularly.

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