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INSTITUTIONAL INVESTING LEGAL ENTITIES AND TRUSTSLegal Entities and Trusts Application Form 1. BEFORE YOU INVEST IS A UNIT TRUST THE RIGHT PRODUCT FOR YOU? Collective Investment Schemes (commonly
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01
Gather all necessary information and documentation related to the legal entity or trust.
02
Fill out the required forms accurately and completely.
03
Provide all relevant financial information including assets, liabilities, income, and expenses.
04
Ensure compliance with all legal requirements and regulations.
05
Submit the completed forms and documents to the appropriate government agency or authority for approval.

Who needs legal entities and trusts?

01
Individuals or businesses looking to protect their assets and limit personal liability.
02
Estate planners and individuals setting up trusts for estate planning purposes.
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Companies looking to conduct business operations through a separate legal entity for tax or liability protection reasons.
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Non-profit organizations or charities seeking legal recognition and protection for their activities.
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Legal entities and trusts are entities created to hold assets or conduct business activities on behalf of individuals or other entities.
Individuals or entities that create a legal entity or trust are required to file information about it with the appropriate regulatory authorities.
Legal entities and trusts are typically filled out using specific forms provided by regulatory authorities, which require information about the entity or trust, its purpose, and its beneficiaries.
The purpose of legal entities and trusts is to provide a legal structure for holding assets, conducting business activities, or managing wealth in a way that offers legal protection and tax advantages.
Information that must be reported on legal entities and trusts typically includes details about the entity or trust, its beneficiaries, its purpose, and its assets.
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