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EIC & Unit Trust Sell Instruction Please complete in BLOCK CAPITALS using BLACK INK. PLEASE NOTE: Any applications received that are not completed correctly may incur delays or may have to be returned
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OEIC stands for Open-Ended Investment Company. AMP stands for Asset Management Platform. Unit trust is a form of collective investment constituted under a trust deed.
Asset managers and investment companies who operate an OEIC AMP unit trust are required to file the necessary documentation.
To fill out an OEIC AMP unit trust, one must provide detailed information about the fund, its assets, investment strategy, and financial performance.
The purpose of an OEIC AMP unit trust is to provide investors with a professionally managed investment vehicle that offers exposure to a diversified portfolio of assets.
Information such as the fund's NAV, investment holdings, performance data, fees, and expenses must be reported on an OEIC AMP unit trust.
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