Get 36one Unit Trust Application Form

Filling out the 36one Unit Trust Application Form online can be a straightforward process if you understand each section and its requirements. This guide offers step-by-step instructions to ensure you complete the application accurately, enabling you to invest wisely.

Follow the steps to successfully complete your application form.

1. Click 'Get Form' button to obtain the form and open it in your online editor.
2. Provide your personal details in the designated fields, including your full names, contact information, and residential address. Make sure to double-check for accuracy.
3. Fill out the bank details section with the account information where repurchases will be sent. Verify that the account holder’s name matches your personal details.
4. Select your preferred investment plan by indicating your choice among the available portfolios, ensuring you note the minimum lump sum and monthly investment requirements.
5. Complete the debit order authority if applicable, specifying the date the debit orders should start. This authorization must be submitted five business days before the scheduled date.
6. Choose your income instruction preference—whether to reinvest income or pay it into your bank account. Remember to mark your selection clearly.
7. Review and acknowledge the terms and conditions provided in the form, ensuring you understand your responsibilities and the implications of your investment.
8. Sign and date the application form as the investor. If you have appointed a financial advisor, they must also provide their details and signature after completing their section.
9. Ensure all required supporting documentation is attached, such as proof of identification and any necessary forms related to your financial advisor, if applicable.
10. After verification, save changes, download, print, or share the completed form as required for submission.

Start filling out your 36one Unit Trust Application Form online now to make your investment journey seamless!