Get the OLD MUTUAL UNIT TRUSTS TAX FREE INVESTMENT BUY FORM

UNIT TRUST Tax Free Investment Application Form Important information This is a Tax Free Savings Account managed in accordance with the Regulations in terms of Section 12T(8) of the Income Tax Act

How to fill out old mutual unit trusts

How to fill out old mutual unit trusts

1. Obtain the necessary forms from Old Mutual or download them from their website.
2. Provide your personal information, such as your name, address, and contact details.
3. Select the unit trusts you wish to invest in by specifying the fund names or codes.
4. Determine the amount you want to invest in each unit trust and specify it in the application form.
5. Sign and date the application form and any other required documents.
6. Make sure to include any additional required documentation, such as identification proof or bank details.
7. Submit the completed application form and supporting documents to Old Mutual via mail or in person.
8. Once the application is processed and approved, you will receive confirmation and your unit trust holdings will be created.

Who needs old mutual unit trusts?

1. Old Mutual unit trusts are suitable for individuals who are looking to invest in a diversified portfolio of assets.
2. Investors who prefer a professional management of their investments may find Old Mutual unit trusts beneficial.
3. Those who are interested in long-term investment opportunities and potential for capital growth may consider using Old Mutual unit trusts.
4. Individuals who are comfortable with investment risks and want to potentially earn returns higher than traditional savings accounts may be interested in Old Mutual unit trusts.
5. Old Mutual unit trusts can be suitable for both experienced investors and beginners who want to start investing in a managed investment vehicle.

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What is old mutual unit trusts?

Old Mutual unit trusts are collective investment schemes that pool money from many investors to invest in a diversified portfolio of assets.

Who is required to file old mutual unit trusts?

Old Mutual unit trusts are typically managed by a professional fund manager and investors who are looking to diversify their investments.

How to fill out old mutual unit trusts?

Old Mutual unit trusts can be filled out by contacting Old Mutual or a financial advisor to discuss investment options and complete the necessary paperwork.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual unit trusts is to provide investors with access to a professionally managed portfolio of investments that may offer diversification and potential returns.

What information must be reported on old mutual unit trusts?

Information that must be reported on Old Mutual unit trusts includes investment performance, fees, holdings, and any changes to the fund.