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UNIT TRUSTS FUND SWITCHING FORM
Date:(dd/mm/YYY)ALL APPLICANT(S)
First nameAccount name:
Portfolio code:Middle nameSurnameID/ Passport number:Signature:
JOINT APPLICANT(S)
Names ID/Passport NumberSignaturesDate
(dd/mm/YYY)
(dd/mm/YYY)
(dd/mm/YYY)CORPORATE
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How to fill out unit trustfund switching form
How to fill out unit trustfund switching form
01
To fill out a unit trust fund switching form, follow these steps:
02
Obtain the unit trust fund switching form from your fund manager or financial institution.
03
Fill in your personal details, including your name, contact information, and identification number.
04
Indicate the fund you are currently invested in and the fund you wish to switch to.
05
Specify the amount or percentage of your investment that you want to switch.
06
Provide any additional instructions or preferences, if applicable.
07
Review the form to ensure all information is accurate and complete.
08
Sign and date the form.
09
Submit the form to your fund manager or financial institution either in person or through the provided channels.
Who needs unit trustfund switching form?
01
Anyone who is currently invested in a unit trust fund and wants to switch their investment to a different fund needs a unit trust fund switching form.
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What is unit trustfund switching form?
Unit trustfund switching form is a document used to transfer investments from one unit trustfund to another within the same fund management company.
Who is required to file unit trustfund switching form?
Investors who wish to switch their investments from one unit trustfund to another within the same fund management company are required to file unit trustfund switching form.
How to fill out unit trustfund switching form?
Unit trustfund switching form can be filled out by providing personal details, current investment information, desired investment switch details, and signing the form.
What is the purpose of unit trustfund switching form?
The purpose of unit trustfund switching form is to facilitate investors in transferring their investments between different funds within the same fund management company.
What information must be reported on unit trustfund switching form?
Information such as investor details, current investment holdings, desired switch details, and signature must be reported on unit trustfund switching form.
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