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UNIT TRUST APPLICATION FORM Tax Free Savings Account for Individuals IMPORTANT PRODUCT INFORMATION 1. This is a Tax Free Savings Account managed in accordance with the Regulations in terms of Section

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How to fill out unit trust application form

01

Step 1: Obtain the unit trust application form from the relevant financial institution or investment company.

02

Step 2: Read the instructions and terms and conditions on the form carefully.

03

Step 3: Fill in your personal details accurately, including your full name, contact information, and identification number.

04

Step 4: Specify the type and amount of units you wish to purchase or redeem.

05

Step 5: Provide your bank account details for dividend payments or redemption proceeds.

06

Step 6: Indicate whether you are investing as an individual, joint investors, or as a corporate entity.

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Step 7: Sign and date the application form.

08

Step 8: Attach any necessary supporting documents, such as identification copies or proof of address.

09

Step 9: Keep a copy of the completed application form for your records.

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Step 10: Submit the filled-out form to the respective financial institution or investment company either in person or through electronic means, as per their instructions.

Who needs unit trust application form?

01

Any individual or entity who wishes to invest in unit trusts and comply with the requirements of the financial institution or investment company offering the unit trust would need to fill out the unit trust application form.

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What is unit trust application form?

Unit trust application form is a document used by individuals or entities to apply for participation in a unit trust fund.

Who is required to file unit trust application form?

Any individual or entity interested in investing in a unit trust fund is required to file the unit trust application form.

How to fill out unit trust application form?

To fill out the unit trust application form, one must provide personal information, investment details, and sign the document as per the instructions provided.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to gather necessary information from individuals or entities looking to invest in a unit trust fund.

What information must be reported on unit trust application form?

The unit trust application form typically requires information such as personal details, investment amount, payment method, and investor's signature.

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