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Unit Trust Application Form Legal Entities and Trusts How to Invest 1. Before investing, please read the Terms and Conditions of this investment (attached hereto), as well as the Investment Option
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How to fill out unit trust application form

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How to fill out unit trust application form

01
To fill out a unit trust application form, follow these steps:
02
Obtain the unit trust application form from the respective unit trust company or financial institution.
03
Read the instructions and information provided on the form carefully.
04
Fill in your personal details, such as your name, contact information, and identification details.
05
Specify the type of unit trust investment you are applying for, such as equity funds, bond funds, or balanced funds.
06
Indicate the investment amount or the number of units you wish to purchase.
07
Choose your payment method, whether it's through a lump sum payment or regular installments.
08
Provide your bank account details for account debiting, if applicable.
09
Sign and date the form.
10
Submit the completed form to the unit trust company or financial institution either in person or through mail.
11
Keep a copy of the filled-out application form for your records.

Who needs unit trust application form?

01
Anyone who is interested in investing in unit trusts needs a unit trust application form.
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Unit trust application form is a document used by individuals or entities to invest in a unit trust fund by providing personal and financial information.
Any individual or entity interested in investing in a unit trust fund is required to file a unit trust application form.
To fill out a unit trust application form, individuals or entities must provide personal information, financial information, investment amount, and signature.
The purpose of unit trust application form is to collect personal and financial information from individuals or entities interested in investing in a unit trust fund.
Information such as personal details, financial status, investment amount, and signature must be reported on a unit trust application form.
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