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OLD MUTUAL UNIT TRUSTS SWITCH FORM CASH AND LIQUIDITY SOLUTIONS This Form is for investors already invested in Old Mutual Unit Trust(s) specific to the Cash and Liquidity Solutions offering wishing

How to fill out old mutual unit trusts

How to fill out old mutual unit trusts

1. Step 1: Gather all necessary documents such as your identification, proof of address, and bank account details.
2. Step 2: Visit the Old Mutual website or contact your financial advisor to access the Old Mutual unit trust application form.
3. Step 3: Fill out the application form accurately, providing all required information.
4. Step 4: Decide on the type of unit trust you want to invest in and the amount you wish to invest.
5. Step 5: Read and understand the terms and conditions of the unit trust before signing the application form.
6. Step 6: Attach any additional required documents, such as a certified copy of your identification.
7. Step 7: Review the completed application form and attached documents for accuracy.
8. Step 8: Submit the application form to Old Mutual via mail or in person at their nearest office.
9. Step 9: Wait for confirmation from Old Mutual regarding the acceptance of your application.
10. Step 10: Once your application is accepted, make the necessary investment payment as outlined by Old Mutual.

Who needs old mutual unit trusts?

1. Individuals who are looking to invest their savings in a professionally managed investment vehicle.
2. Individuals who want to diversify their investment portfolio.
3. Individuals who prefer a long-term investment strategy.
4. Individuals who trust Old Mutual as a reputable financial institution with a track record of successful investment management.
5. Individuals who are not confident in making investment decisions on their own and prefer to rely on expert advice from Old Mutual.

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What is old mutual unit trusts?

Old Mutual Unit Trusts are investment vehicles that pool money from multiple investors to invest in a diversified portfolio of assets, managed by professional fund managers.

Who is required to file old mutual unit trusts?

Investors participating in Old Mutual Unit Trusts are required to file, particularly for tax reporting purposes.

How to fill out old mutual unit trusts?

To fill out Old Mutual Unit Trusts, you typically need to complete an application form provided by Old Mutual, include your personal details, investment amount, and select the trust option you wish to invest in.

What is the purpose of old mutual unit trusts?

The purpose of Old Mutual Unit Trusts is to provide investors with the opportunity to invest collectively, benefit from professional management, and access a diversified portfolio of assets to achieve their financial objectives.

What information must be reported on old mutual unit trusts?

Information that must be reported includes the investor's personal details, investment amount, expected returns, and performance reports of the trust.