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UNIT TRUST APPLICATION FORM DIRECT INVESTMENTS: INDIVIDUALSBoutique 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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How to fill out stelburg bci balanced fund

01

Obtain the application form for Stelburg BCI Balanced Fund.

02

Read and understand the terms and conditions, as well as the investment objectives of the fund.

03

Fill out the application form with accurate and up-to-date personal information.

04

Specify the amount you wish to invest in the fund.

05

Choose the mode of payment for the investment.

06

Submit the filled application form along with any required documents to the designated office or address.

Who needs stelburg bci balanced fund?

01

Individuals looking for a balanced investment option with moderate risk and potential for growth.

02

Investors who want exposure to a mix of equities and fixed income securities.

03

Those who prefer a professionally managed fund to handle their investments.

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What is stelburg bci balanced fund?

Stelburg BCI Balanced Fund is a balanced investment fund that aims to provide a combination of income and capital growth by investing in a mix of equities, fixed income securities, and other financial instruments.

Who is required to file stelburg bci balanced fund?

Investors who hold units or shares in the Stelburg BCI Balanced Fund are required to report any income earned from the fund on their tax returns.

How to fill out stelburg bci balanced fund?

To fill out Stelburg BCI Balanced Fund, investors must report any dividends, interest, or capital gains earned from the fund on their tax returns, using the information provided by the fund manager.

What is the purpose of stelburg bci balanced fund?

The purpose of Stelburg BCI Balanced Fund is to provide investors with a diversified investment option that offers a mix of income and growth potential.

What information must be reported on stelburg bci balanced fund?

Investors must report any income earned from dividends, interest, or capital gains from the Stelburg BCI Balanced Fund on their tax returns.

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