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UNIT TRUST APPLICATION FORM Legal Entities and Trusts HOW TO INVEST Before investing, please read the Terms and Conditions of this investment (attached hereto), and the Investment Option Brochure,
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Perspective investment management involves the strategic planning and oversight of investments to achieve financial goals.
Individuals or entities responsible for managing investments, such as financial advisors or investment firms, are required to file perspective investment management.
To fill out perspective investment management, one must provide detailed information about the current investment portfolio, future investment strategy, and financial goals.
The purpose of perspective investment management is to maximize returns on investments while managing risks.
Information such as current asset allocation, investment performance, and strategic changes to the investment portfolio must be reported on perspective investment management.
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