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D1 v2024.02UNIT TRUST DEPOSIT NATURAL PERSON When you should use this form This document is intended for existing investors who wish to deposit funds into existing unit trust funds on the investment
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How to fill out additional unit trust investment

01
Determine your investment goals and objectives.
02
Choose the right unit trust that aligns with your financial strategy.
03
Gather the necessary personal and financial information.
04
Complete the application form for the additional unit trust investment.
05
Specify the amount you wish to invest in the unit trust.
06
Provide payment details for the investment.
07
Review your application for accuracy before submission.
08
Submit the application form and wait for confirmation of investment.

Who needs additional unit trust investment?

01
Individuals looking to diversify their investment portfolio.
02
Investors seeking to accumulate wealth over time.
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Those wanting to take advantage of market opportunities.
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Retirement savers aiming for long-term growth.
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Anyone looking for a managed investment solution.
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Additional unit trust investment refers to the purchase of more units in a unit trust scheme beyond the initial investment, allowing investors to increase their stake in the fund.
Investors who wish to report their additional investments in unit trusts for tax or regulatory purposes are required to file additional unit trust investment.
To fill out additional unit trust investment, investors must complete the designated form provided by the regulatory authority, detailing their personal information, investment amounts, and the specific unit trust involved.
The purpose of additional unit trust investment is to allow investors to bolster their investment portfolio, take advantage of market opportunities, and potentially enhance their returns.
The information that must be reported includes investor details, the amount of additional units purchased, the name of the unit trust, transaction dates, and any associated fees.
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