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UNIT TRUST APPLICATION FORMINSTITUTIONAL INVESTORS/LEGAL ENTITIES Boutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms of

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How to fill out unit trust application form

01

Obtain the unit trust application form from the relevant financial institution or fund manager.

02

Fill out personal information such as name, contact details, and identification number.

03

Specify the type of unit trust you wish to invest in and the amount of money you want to invest.

04

Choose payment method and complete necessary banking details if required.

05

Sign and date the application form to confirm your investment decision.

06

Submit the completed form along with any required supporting documents to the financial institution or fund manager.

Who needs unit trust application form?

01

Individuals looking to invest in unit trusts to diversify their investment portfolio.

02

Investors who want to take advantage of professional fund management services.

03

Those who prefer a convenient and hassle-free way to invest in a diversified pool of assets.

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What is unit trust application form?

Unit trust application form is a document that investors need to complete in order to invest in a unit trust.

Who is required to file unit trust application form?

Any individual or entity looking to invest in a unit trust is required to file the application form.

How to fill out unit trust application form?

To fill out the unit trust application form, investors need to provide personal information, investment amount, and investment preferences.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to gather information from investors and facilitate the investment process.

What information must be reported on unit trust application form?

Investors must report personal information, investment amount, investment preferences, and any other relevant details.

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