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UNIT TRUST WITHDRAWAL INSTRUCTION Make an informed decision: Refer to our Product Range brochure if you need to review the rules of this product. Refer to the fund fact sheets (minimum disclosure

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How to fill out unit trust withdrawal instruction

How to fill out unit trust withdrawal instruction:

01

Obtain the necessary withdrawal form from your unit trust provider. This form may be available online or you may need to request it directly from your provider.

02

Fill out your personal information accurately. This includes your full name, contact details, and any unique identification numbers provided by your unit trust provider.

03

Specify the account or fund from which you wish to make the withdrawal. This may include providing the specific unit trust scheme or fund name, as well as your account number or any other relevant details.

04

Indicate the amount you would like to withdraw. This can be a specific amount or a percentage of your total investment.

05

Choose the method of withdrawal. Depending on your provider, you may have options such as direct deposit into your bank account, issuance of a check, or electronic transfer.

06

Provide any additional instructions or information required by your unit trust provider. This may include details for joint account holders, tax implications, or any specific withdrawal restrictions.

07

Review the completed form to ensure all information is accurate and complete. Make sure to sign and date the form before submitting it to your unit trust provider.

Who needs unit trust withdrawal instruction:

01

Investors who wish to redeem or withdraw their investment from a unit trust.

02

Individuals who have reached their financial goals and want to access the funds invested in a unit trust.

03

Those who require funds for unexpected expenses or immediate financial needs.

04

Individuals who wish to transfer their investment to another investment vehicle or financial institution.

05

Investors who have decided to diversify their portfolio and no longer want to hold a unit trust investment.

06

Individuals who are nearing retirement and want to start withdrawing their unit trust investment as a source of income.

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What is unit trust withdrawal instruction?

Unit trust withdrawal instruction is a form or document that allows an investor to withdraw their investment from a unit trust fund.

Who is required to file unit trust withdrawal instruction?

Any investor who wishes to withdraw their investment from a unit trust fund is required to file a unit trust withdrawal instruction.

How to fill out unit trust withdrawal instruction?

Investors can fill out a unit trust withdrawal instruction by providing their basic information, details of the investment to be withdrawn, and any other required information as specified by the fund manager.

What is the purpose of unit trust withdrawal instruction?

The purpose of unit trust withdrawal instruction is to formalize and document the investor's request to withdraw their investment from a unit trust fund.

What information must be reported on unit trust withdrawal instruction?

The unit trust withdrawal instruction must include the investor's name, account number, the amount to be withdrawn, any specific instructions for the withdrawal, and any other details required by the fund manager.

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