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Get Aas Unit Trust Investment Instruction Form - African Alliance
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How to fill out the AAS Unit Trust Investment Instruction Form - African Alliance online
Filling out the AAS Unit Trust Investment Instruction Form is an essential step for individuals looking to invest in the various funds offered by the African Alliance. This guide provides clear and concise instructions to help you complete the form online with confidence and accuracy.
Follow the steps to complete the investment instruction form effectively.
- Click ‘Get Form’ button to obtain the form and open it in the editor.
- Begin by providing investor details, including account name, client number, and contact telephone. Indicate if you are a new client.
- Fill in the portfolio number and ensure all details are verified. Provide information on transaction type, such as lump sum or debit/stop order, and specify the investment amount.
- Select one or more funds from the available options, clearly indicating the investment amounts for each fund.
- Complete the source of funds section and ensure the total matches your deposit slip or payment method chosen.
- Indicate your preference for income distribution. This section is only required for your first investment or if you wish to make changes.
- Review the indemnity statement, and confirm your agreement by providing necessary signatures.
- Ensure all information provided is accurate and complete before saving changes, downloading, printing, or sharing the form as required.
Complete your investment instructions online today for a seamless investing experience.
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