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INVESTOR DETAILS UPDATE FORM INDIVIDUALS / ENTITYBoutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms of the Collective
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Gather all necessary information such as investor's name, contact details, investment amount, and any other relevant details.
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Submit the completed form to the appropriate department or individual responsible for updating investor details.

Who needs investor details update form?

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Investment companies
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Financial institutions
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Wealth management firms
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Any organization managing investor portfolios and accounts
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The investor details update form is a document used to update information about an investor, such as contact information, investment preferences, and financial status.
Any investor or investment firm that has changes to their information that need to be updated is required to file the investor details update form.
The investor can fill out the form online or download a physical copy to fill out. They will need to provide their current information and any updated details.
The purpose of the investor details update form is to ensure that accurate and up-to-date information is on file for investors, which helps investment firms make informed decisions.
Information such as name, address, phone number, email, investment preferences, financial status, and any other relevant details must be reported on the investor details update form.
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