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Unit Trust and OEIC Top Up Form Please ensure you have read the current version of the following documents before you make any investment decisions: Key Investor Information, Terms and Conditions.

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What is unit trust and oeic?

A unit trust is a collective investment scheme where funds are pooled together to invest in a diversified portfolio, managed by a professional. An OEIC (Open-Ended Investment Company) is also a collective investment scheme but is structured as a corporate entity and offers shares instead of units.

Who is required to file unit trust and oeic?

Investment managers or trustees of the unit trust or OEIC are typically required to file relevant reports and returns to the tax authorities or regulatory bodies.

How to fill out unit trust and oeic?

To fill out the necessary forms for unit trusts and OEICs, one must provide details about the fund, its performance, income generated, expenses incurred, and the identity of the beneficiaries or shareholders.

What is the purpose of unit trust and oeic?

The purpose of unit trusts and OEICs is to provide investors with a means to pool their money for investing in a diversified portfolio, thus reducing risk and providing access to professional management.

What information must be reported on unit trust and oeic?

Reports for unit trusts and OEICs must include details on asset allocation, performance, distributions made, fee structures, and compliance with regulatory requirements.

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