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OLD MUTUAL UNIT TRUSTS PRESERVATION FUNDS IMPORTANT INFORMATION 1. If you are transferring capital from a pension fund you will become a member of the Old Mutual Unit Trusts Preservation Pension Fund;

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How to fill out old mutual preservation funds

01

Obtain a preservation fund form from Old Mutual or their website.

02

Fill in personal details such as name, ID number, contact information, etc.

03

Specify the amount you wish to preserve in the fund.

04

Choose your investment options and risk profile.

05

Submit the completed form along with any required documentation to Old Mutual.

Who needs old mutual preservation funds?

01

Individuals who are looking to preserve their retirement savings while changing jobs or careers.

02

Those who want to maintain the tax benefits of their retirement savings without cashing out.

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What is old mutual preservation funds?

Old Mutual Preservation Funds are investment funds that are specifically designed to preserve capital and provide a steady income for investors.

Who is required to file old mutual preservation funds?

Anyone who has invested in old mutual preservation funds is required to file them.

How to fill out old mutual preservation funds?

Old mutual preservation funds can be filled out online through the Old Mutual website or with the assistance of a financial advisor.

What is the purpose of old mutual preservation funds?

The purpose of old mutual preservation funds is to provide a low-risk investment option for investors who want to preserve their capital.

What information must be reported on old mutual preservation funds?

Investors must report the amount of money they have invested, any dividends or interest earned, and any changes in the value of their investment.

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