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What you need to know

 

Before completing any of these forms, please read:

Are you a first-time investor?

Would you like to add to an existing unit trust portfolio?

Would you like to start or change a debit order?

Would you like to make a withdrawal?

Would you like to start or change a recurring withdrawal? 

Would you like to switch from one unit trust portfolio into another?

Have your personal details changed?

Would you like to appoint, terminate or change your financial planner?

Would you like to transfer the ownership of some or all of your units in a unit trust portfolio?

Would you like to apply for an exemption from the tax payable on the dividend component of your income distribution or reduce the applicable tax rate?

 

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