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UNIT TRUST APPLICATION FORM For Individual Investors HOW TO INVEST 1. 2. 3. 4. Before investing, please read the Terms and Conditions of this investment (attached hereto), as well as the Investment

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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

Start by providing your personal details, including your full name, contact information, and identification details.

03

Next, specify the type of unit trust you wish to invest in and the amount you intend to invest.

04

If applicable, indicate whether you have any existing unit trust accounts and provide details regarding them.

05

Complete the section related to nominee details if you want to nominate someone to receive the proceeds of your investment in case of your demise.

06

Review the terms and conditions of the unit trust application form thoroughly before signing it.

07

Finally, submit the completed application form along with any necessary supporting documents to the designated authority or unit trust company.

Who needs unit trust application form?

01

Anyone who wants to invest in a unit trust needs to fill out a unit trust application form.

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What is unit trust application form?

The unit trust application form is a document that individuals or entities must fill out when applying to invest in a unit trust fund.

Who is required to file unit trust application form?

Any individual or entity looking to invest 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 amount, and sign the necessary documents.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to gather information about the investor and their investment preferences.

What information must be reported on unit trust application form?

Information such as personal details, investment goals, risk tolerance, and investment amount must be reported on the unit trust application form.

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