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29 Scott Street, Waverley, Johannesburg, 2090 t: (0)11 809 7500 | info@sasfin.com | www.sasfin.comUNIT TRUST APPLICATION FORMINSTITUTIONAL INVESTORS/LEGAL ENTITIES Boutique Collective Investments

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How to fill out unit trust application form

01

Obtain the unit trust application form either from the fund management company's website or office.

02

Fill in your personal details accurately, including your full name, address, contact information, and identification number.

03

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

04

Read and understand the terms and conditions of the unit trust before signing the form.

05

Attach any required documents, such as copies of identification documents and proof of address.

06

Submit the completed application form and any supporting documents to the fund management company for processing.

Who needs unit trust application form?

01

Individuals who wish to invest in unit trusts

02

Investors looking to diversify their investment portfolio

03

Those seeking professional management of their investments

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What is unit trust application form?

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

Who is required to file unit trust application form?

Any individual or entity interested in investing in a unit trust fund is required to file a unit trust application form.

How to fill out unit trust application form?

To fill out a 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 unit trust application form is to collect necessary information from investors to facilitate their investment in a unit trust fund.

What information must be reported on unit trust application form?

Information such as investor's name, contact details, investment amount, investment goals, and risk tolerance must be reported on the unit trust application form.

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