
Get Unit Trusts Transfer Form - Sanlam Investments - Sanlamintelligence Co 2020-2025
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How to fill out the Unit Trusts Transfer Form - Sanlam Investments - Sanlamintelligence Co online
Filling out the Unit Trusts Transfer Form is essential for transferring full ownership of your unit trust investment to another person or legal entity. This guide provides clear, step-by-step instructions to help you complete the form accurately and efficiently.
Follow the steps to successfully complete the transfer form.
- Click ‘Get Form’ button to access the Unit Trusts Transfer Form online and open it for editing.
- Fill out the investor details section. If the investor is an individual, provide their title (Mr, Mrs, Miss, or Other), surname, full names, identity/passport number, date of birth, and contact information including telephone numbers and email. Ensure all fields are completed as they are compulsory.
- If the investor is a legal entity, complete the relevant fields for the registered name, entity registration number, contact person's full names and surname, email, and contact numbers. Each field is mandatory.
- Select the transfer options based on how you want to transfer your investment. Indicate whether the beneficiary is an existing investor. If not, ensure they have completed a Unit Trust Application Form for New Investors.
- In the transfer options section, specify the existing account and the new account details. You can choose to transfer by Rand, Units, or Percentage. Complete the necessary fund names, amounts, and investor codes.
- Complete the sections regarding regular existing withdrawals and changes to debit orders by selecting the applicable options. Indicate if you wish to keep existing instructions unchanged or cancel them.
- Review the income distribution section, marking whether undistributed income should follow the transfer.
- Carefully read the important notes and terms and conditions. Ensure you understand your responsibilities regarding Capital Gains Tax and other stipulations.
- Finally, sign the document with the date, including the signature of the authorised signatory if applicable. Fill out their capacity, personal information, and verify if they are South African residents.
- Once all sections are completed and verified, save your changes. You can then download, print, or share the completed form as required.
Begin completing your Unit Trusts Transfer Form online today to ensure a smooth transfer process.
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A Sanlam unit trust is a collective investment scheme where funds are pooled from multiple investors to invest in various securities. It offers diversification and professional management, providing an accessible way for individuals to grow their investments. Completing the Unit Trusts Transfer Form - Sanlam Investments - Sanlamintelligence Co. can help you get started.
Fill Unit Trusts Transfer Form - Sanlam Investments - Sanlamintelligence Co
By completing this form, you are applying to transfer ownership of your unit trust investment to another person or legal entity. Unit Trusts Transfer Form. Complete and submit this section with your investment application form if you received advice from a financial adviser. Important information. •. This form will be used to process your switch instruction only. Please select the fund(s) you would like to invest in and indicate the amount you would like to invest. Please specify where the funds for this investment come from. Salary. Inheritance. Savings. Bonus. If you wish to make an EFT payment, we will provide you with our bank details and your client account number once your Unit Trust account is opened.
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