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UHM Form (UT & PRS×UNIT HOLDER RECORD MAINTENANCE FORM ACCOUNT NO.UT Account Only PRS Account Only Accounts MPC×Please ensure that the unit holder and the joint holder, if any, must be of the same
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How to fill out unit holder record maintenance

01
To fill out unit holder record maintenance, follow these steps:
02
Begin by entering the unit holder's name and contact details in the designated fields.
03
Provide the unit holder's identification information, such as their ID number or passport details.
04
Specify the type of unit holder records being maintained, such as personal or financial details.
05
Complete any additional sections or forms, including updating any changes in the unit holder's information.
06
Ensure all required fields are filled accurately and completely.
07
Review the filled-out form for any errors or missing information.
08
Sign and date the unit holder record maintenance form before submitting it.
09
Submit the completed form to the appropriate department or authority responsible for maintaining unit holder records.
10
Keep a copy of the filled-out form for your records.

Who needs unit holder record maintenance?

01
Unit holder record maintenance is needed by various entities including:
02
- Investment companies managing funds or unit trusts.
03
- Financial institutions such as banks or insurance companies.
04
- Government agencies overseeing regulatory compliance.
05
- Auditors or external parties responsible for monitoring records.
06
- Any organization or entity that deals with unit holders and needs to record and maintain their information.
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Unit holder record maintenance is the process of updating and managing the information related to unit holders of a particular fund or investment scheme.
The fund managers or administrators are required to file unit holder record maintenance.
Unit holder record maintenance can be filled out electronically or through paper forms provided by the regulatory authorities.
The purpose of unit holder record maintenance is to ensure accurate and up-to-date information about the unit holders for regulatory compliance and communication.
Information such as unit holder names, contact details, holdings, transactions, and any changes in ownership or personal information must be reported on unit holder record maintenance.
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