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UNIT TRUST ACCOUNT OPENING FORM PRIMARY IDENTIFICATION 1. Copies of ID number or Passport and ERA PIN (Individuals & Corporate Signatories, Trustees and Directors) 2. Copies of recent CR 12 Certificate,
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How to fill out unit trust account opening

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How to fill out unit trust account opening

01
Collect all required documents such as identity proof, address proof, and PAN card.
02
Visit the nearest branch of the mutual fund company offering unit trust accounts.
03
Fill out the account opening form with accurate personal and financial details.
04
Attach the necessary documents along with the form.
05
Submit the form and documents to the branch executive for verification.
06
Once the verification is complete, your unit trust account will be opened.

Who needs unit trust account opening?

01
Individuals looking to invest in mutual funds for long-term wealth creation.
02
Investors who want a diversified investment portfolio with exposure to various asset classes.
03
Those who prefer professional management of their investments rather than self-management.
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Unit trust account opening is the process of establishing a new account with a unit trust company in order to invest in their funds.
Individuals or entities who wish to invest in unit trust funds are required to file unit trust account opening.
To fill out unit trust account opening, you typically need to provide personal information, investment objectives, risk tolerance, and other relevant details as requested by the unit trust company.
The purpose of unit trust account opening is to facilitate individuals or entities to invest in unit trust funds and participate in the collective investment scheme.
Information such as personal details, financial information, investment preferences, risk tolerance, and identification documents may be required to be reported on unit trust account opening.
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