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OLD MUTUAL UNIT TRUSTS DECLARATION BY BENEFICIAL OWNER (INVESTOR)Return this form by scanning and emailing it to grouputrcorporates@oldmutual.com.WHO SHOULD COMPLETE THIS FORM? Please complete and
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Old Mutual Unit Trusts are investment funds operated by Old Mutual, where investors pool their money together to be managed by professional investment managers.
Investors who participate in Old Mutual Unit Trusts are required to file relevant documents and information related to their investment.
To fill out Old Mutual Unit Trusts, investors need to gather all necessary information about their investments and complete the required forms provided by Old Mutual.
The purpose of Old Mutual Unit Trusts is to provide investors with a way to invest in a diversified portfolio managed by professionals, with the goal of achieving optimal returns.
Investors must report details of their investments, including the amount invested, fund titles, transaction history, and any other relevant information requested by Old Mutual.
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