Get Phillip Mutual Form

Filling out the Phillip Mutual Form online is an essential step for individuals looking to invest in unit trust funds. This guide provides clear instructions to help you complete the form accurately and efficiently, ensuring a smooth investment process.

Follow the steps to successfully complete the Phillip Mutual Form.

1. Click the ‘Get Form’ button to obtain the Phillip Mutual Form and open it in your preferred online editor.
2. Begin by reviewing the information provided in the form, ensuring you understand the purpose and the components outlined. Take note of the important points that your Unit Trust Consultant (UTC) must explain to you.
3. In the 'Investor’s Confirmation' section, confirm that your UTC has explained all pertinent details by signing the designated area. Provide your name and NRIC/Identification Number or Passport Number along with the date.
4. If applicable, complete the 'Joint Applicant' section as appropriate, filling in all required fields such as the joint applicant's signature, name, and identification number.
5. Read through the 'Unit Trust Consultant’s Declaration' carefully. The UTC must sign this section and provide their identification number as confirmation that they have adequately explained the contents of the form.
6. Double-check all provided information for accuracy. Ensure that all necessary signatures are included and that each section has been completed to avoid processing delays.
7. Once all sections are filled out and verified, save any changes made to the form. You can also choose to download or print a copy for your records and share it with your UTC if necessary.

Complete your documents online today and take the first step towards your investment journey!