Get Icea Lion Unit Trust

Filling out the Icea Lion Unit Trust form online is a straightforward process that enables users to manage their investment decisions effectively. This guide provides clear step-by-step instructions to ensure a smooth completion of the form.

Follow the steps to fill out the Icea Lion Unit Trust form with ease.

1. Click ‘Get Form’ button to obtain the form and open it for completion.
2. Provide your client account code at the top of the form for identification purposes.
3. Enter the details of the first applicant, which includes their name and identification number (ID or passport number). If applicable, fill in the details of a second applicant for joint accounts.
4. Under redemption instructions, select the fund name from which you wish to redeem units by ticking the appropriate box. Specify the amount in Ksh or the number of units you wish to redeem. You may choose to redeem all units by ticking the 'All units' option.
5. In the switching instructions section, indicate the fund name to switch from and to. Specify the amount in Ksh or the number of units you wish to switch. Again, you can select to switch all units by ticking the relevant box.
6. Provide reasons for redemption or switch in the designated comments section to help explain your decision.
7. Review the general terms and conditions thoroughly to ensure you understand the implications of your redemptions or switches.
8. Complete the declarations section by providing your name, signature, and the date. Ensure both applicants sign if applying jointly.
9. Once all sections are accurately filled out, save your changes, and choose options to download, print, or share the completed form as required.

Start filling out your Icea Lion Unit Trust form online today!