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OLD MUTUAL UNIT TRUSTS TRANSFER FORM This Transfer Form is for direct unit trust investors (Individual or Entity) invested in Old Mutual Unit Trust(s) who wish to issue an instruction to transfer

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How to fill out old mutual unit trusts

01

Gather all necessary documents such as identification, proof of residence, bank details, and tax number.

02

Choose the type of unit trusts you want to invest in based on your financial goals and risk appetite.

03

Fill out the application form provided by Old Mutual with accurate and updated information.

04

Decide on the amount you want to invest and make the necessary payment either through electronic transfer or cheque.

05

Submit the completed form along with the required documents to an Old Mutual branch or authorized financial advisor.

06

Monitor your unit trust investment regularly and make any adjustments as needed.

Who needs old mutual unit trusts?

01

Individuals looking to invest their money in a diversified portfolio managed by professionals.

02

Those who want to achieve long-term financial goals such as retirement savings or wealth accumulation.

03

Investors who prefer a more hands-off approach to managing their investments.

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What is old mutual unit trusts?

Old Mutual unit trusts are collective investment schemes that pool money from many investors to invest in a diversified portfolio of securities.

Who is required to file old mutual unit trusts?

Old Mutual unit trusts are usually managed by the Old Mutual Investment Group and the fund manager is responsible for filing the necessary documentation with the relevant regulatory authorities.

How to fill out old mutual unit trusts?

Old Mutual unit trusts can be filled out by the fund manager or the financial institution overseeing the investment.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual unit trusts is to provide investors with a convenient way to invest in a diversified portfolio of securities.

What information must be reported on old mutual unit trusts?

Old Mutual unit trusts must report information such as fund performance, fees, holdings, and other relevant financial data.

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