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UNIT TRUST APPLICATION FORMINSTITUTIONAL INVESTORS/LEGAL ENTITIES Boutique Collective Investments (RF) (Pty) Ltd administers the BCI unit trusts. It is authorized to do so as a Manager, in terms of

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How to fill out unit trust application form

01

Gather all necessary information and documents such as identification, proof of address, and bank account details.

02

Read the instructions carefully before filling out the application form.

03

Fill in your personal details accurately, including your full name, address, contact information, and tax identification number.

04

Select the type of unit trust you want to invest in and indicate the amount you wish to invest.

05

Sign and date the form before submitting it to the relevant financial institution.

Who needs unit trust application form?

01

Individuals who are interested in investing in unit trusts.

02

Investors who want to diversify their investment portfolio.

03

Those looking for a professionally managed investment option.

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What is unit trust application form?

The unit trust application form is a document used for individuals or organizations to apply to invest in a unit trust fund.

Who is required to file unit trust application form?

Anyone who wants to invest in a unit trust fund is required to file the unit trust application form.

How to fill out unit trust application form?

To fill out the unit trust application form, you need to provide personal information, investment amount, investment preferences, and sign the form.

What is the purpose of unit trust application form?

The purpose of the unit trust application form is to collect information from investors who wish to invest in a unit trust fund.

What information must be reported on unit trust application form?

Information such as personal details, investment amount, investment preferences, and signature must be reported on the unit trust application form.

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