Get Unit Trust Application Form - Satrix

This guide provides clear, step-by-step instructions for completing the UNIT TRUST APPLICATION FORM - Satrix online. This application is essential for managing your investment with Satrix and requires accurate information to ensure a smooth process.

Follow the steps to complete your application form effectively.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Fill out the general instructions section by ensuring you have the necessary documents ready. This includes a copy of your identity document, proof of your residential address, and the relevant bank verification documents.
3. In the 'Investor Details' section, provide your personal information. This includes your title, surname, full names, residential address, postal address, identity number, and occupation. Ensure all compulsory fields are completed accurately.
4. For law entities, complete the relevant fields, including the registered name, physical address, postal address, company registration number, and tax category.
5. Under 'Investment Instructions', specify the amount you wish to invest. Select whether this is a lump sum or monthly investment, and provide any necessary annual increase details.
6. In the 'Methods of Payment' section, choose your preferred payment method, ensuring you follow the specific instructions depending on whether you are making a cheque deposit, electronic transfer, or setting up a debit order.
7. Complete the 'Debit Order' section if you selected a direct debit payment option. Fill in the details of the bank account holder, including their ID number and account information.
8. Specify your preference for 'Income Payments', indicating whether you would like to reinvest your income or have it paid directly to your bank account.
9. Fill in the 'Banking Details' for payments of withdrawals. Make sure the account name matches the registered investor's details and provide valid verification documents.
10. Complete the 'Intermediary Details' if applicable, indicating your financial advisor and ticking any commission instructions.
11. Read through the 'Terms and Conditions' carefully. Make sure you understand the responsibilities and implications of your investment.
12. Finally, sign the 'Declaration by Investor' section to confirm that all information provided is accurate. After reviewing the entire form, save your changes, download, print, or share the completed document as required.

Get started today by filling out your UNIT TRUST APPLICATION FORM - Satrix online to manage your investments efficiently.