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Unit Trust and OEIC Fund Application Form Individual InvestorsPlease complete this form in BLOCK CAPITALS and black ink and return it to AXA Investment Managers UK Limited, PO Box 10908, Chelmsford

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How to fill out unit trust and oeic

01

Gather all relevant information regarding the unit trust or OEIC you wish to invest in.

02

Contact the fund manager or use an online platform to access the necessary application forms.

03

Fill out the application forms accurately, providing all required personal information and investment details.

04

Determine the amount you wish to invest and attach a check or provide bank details for electronic transfer.

05

Submit the completed application forms and payment to the designated address or through the online platform.

Who needs unit trust and oeic?

01

Individual investors looking to diversify their investment portfolio.

02

Those who prefer professional fund management for their investments.

03

Investors seeking potential long-term capital growth through a diversified portfolio.

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What is unit trust and oeic?

Unit trust is a type of investment fund where investors pool their money together to be managed by a professional fund manager. OEIC stands for Open-Ended Investment Company, which is another type of investment fund structured as a company.

Who is required to file unit trust and oeic?

Unit trust and OEIC are required to file annual reports and financial statements with the regulatory authority in the jurisdiction where they operate.

How to fill out unit trust and oeic?

To fill out unit trust and OEIC, you need to provide information on the fund's investment objectives, holdings, performance, fees, and other relevant details.

What is the purpose of unit trust and oeic?

The purpose of unit trust and OEIC is to provide investors with a professionally managed diversified portfolio of investments to help them achieve their financial goals.

What information must be reported on unit trust and oeic?

Unit trust and OEIC must report on their financial performance, investment holdings, fees, expenses, and other relevant information to provide transparency to investors and regulatory authorities.

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