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UNIT TRUST APPLICATION FORM Three Savings Account for Individuals IMPORTANT PRODUCT INFORMATION 1. This is a Three Savings Account managed in accordance with the Regulations in terms of Section 12T
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Start by gathering all the necessary information and documents such as your personal details, ID number, and financial information.
02
Read the application form carefully to understand the different sections and requirements.
03
Begin filling out the application form by entering your personal details, including your name, address, and contact information.
04
Provide your ID number and other identification details as requested on the form.
05
Proceed to the section related to your financial information. This may include details about your employment, income, and assets.
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Who needs tax- unit trust application?

01
Anyone who wishes to invest in a unit trust and/or is subject to tax requirements may need to fill out a tax- unit trust application.
02
This may include individual investors, companies, or other legal entities who want to take advantage of the benefits and opportunities offered by a unit trust investment while fulfilling their tax obligations.
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Tax-unit trust application is a form that needs to be filled out by individuals or entities who have invested in unit trusts and need to report their income for tax purposes.
Individuals or entities who have invested in unit trusts and need to report their income for tax purposes are required to file tax-unit trust application.
Tax-unit trust application can be filled out by providing information about the income generated from unit trusts, any deductions, and other relevant details as required by the tax authorities.
The purpose of tax-unit trust application is to ensure that individuals or entities who have invested in unit trusts report their income accurately and pay the appropriate amount of tax.
Information such as income from unit trusts, deductions, and other relevant financial details must be reported on tax-unit trust application.
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