Get the free UNIT TRUST APPLICATION FORM - Argon Asset Management
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1st Floor, Clinton House, The Oval, 1 Oakdale Road, New lands, 7700 t: (0)21 670 6576 | e: info@argonasset.co.za l www.argonassetmanagement.co.zaUNIT TRUST APPLICATION FORM DIRECT INVESTMENTS: INDIVIDUALSBoutique
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How to fill out unit trust application form
How to fill out unit trust application form
01
Obtain the unit trust application form from the fund management company or their website.
02
Fill in your personal details accurately, including your full name, address, contact information, and NRIC/passport number.
03
Choose the type of unit trust you wish to invest in and indicate the amount you want to invest.
04
Consider whether you want to make a lump sum investment or set up a regular investment plan.
05
Sign and date the application form, acknowledging that you have read and understood the terms and conditions.
06
Submit the completed application form along with any required supporting documents and payment.
Who needs unit trust application form?
01
Individuals who are interested in investing in unit trusts.
02
Those who want to diversify their investment portfolio.
03
People who are looking for a professionally managed investment option.
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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 purchase units in a unit trust.
Who is required to file unit trust application form?
Any individual or entity interested in investing in a unit trust is required to file the 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 agree to the terms and conditions set out by the unit trust.
What is the purpose of unit trust application form?
The purpose of the unit trust application form is to collect necessary information from investors who wish to invest in a unit trust.
What information must be reported on unit trust application form?
Information such as investor's personal details, investment amount, and declaration of understanding of risks associated with investing in a unit trust must be reported on the unit trust application form.
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