ICEA LION UNIT TRUSTS REDEMPTION/SWITCH FORM CLIENT ACCOUNT CODE. First(or only)Applicant Second Applicant (for joint) Client Name ID or Passport No. REDEMPTION INSTRUCTIONS FUND NAME Tick Amount.
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How to fill out the Icea Lion Unit Trust online
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.
- Click ‘Get Form’ button to obtain the form and open it for completion.
- Provide your client account code at the top of the form for identification purposes.
- 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.
- 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.
- 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.
- Provide reasons for redemption or switch in the designated comments section to help explain your decision.
- Review the general terms and conditions thoroughly to ensure you understand the implications of your redemptions or switches.
- Complete the declarations section by providing your name, signature, and the date. Ensure both applicants sign if applying jointly.
- 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!
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What companies are in the Icea Lion Group?
The group is formed of ICEA LION Asset Management, ICEA LION General Insurance, ICEA LION Life Assurance, and ITSL Trust Company.
What does Icea Lion Group do?
ICEA LION General Insurance Company provides general insurance. The company was founded in 2011 and is based in Nairobi, Kenya.
How does Icea Lion work?
At ICEA LION, you can set up your Money Market for as little as Kes 500 and top up with whatever amount you wish to save or invest at any time. There is no minimum top up amount nor do we charge any withdrawal fees. The interest or yield on your account is accrued on daily account balance.
How does CIC money market work?
The CIC Money Market is a low-risk fund that invest in a diversified portfolio of short-term interest-earning instruments.... Initial fee: Nil. Annual Management Fee: 2% Per annum. Minimum Investment: Kes 5,000.00. Minimum Additional Investment: Kes 1,000.00. Distribution: Risk profile: Low.
How does Icea money market work?
There is no minimum top up amount nor do we charge any withdrawal fees. The interest or yield on your account is accrued on daily account balance. You can set this up at your convenience by visiting our DigiTrust Page that allows you to plan for, set up and deposit your funds at the click of a button.
How do I withdraw money from my Money Market Fund?
Money market mutual funds also offer some simplified withdrawal features that are more generally associated with bank or trust accounts. For example, money market funds allow investors to withdraw assets by writing checks, with a typical minimum amount of $500 per check.
Can you withdraw money from a unit trust?
You can withdraw your investment from your unit trust fund at any time. Also known as a repurchase or redemption, this is when you sell some or all of the units that you own in a unit trust fund. The proceeds are then paid into your bank account.
How do I redeem my unit trust?
Because unit trusts are easily liquidated, unitholders may redeem all or part of their units on any business day and the unit trust manager will purchase them. This means that should you need cash, you can easily sell the investment. Most unit trusts will allow you to redeem your investments on any given business day.
What is the interest rate on Icea Lion Savings Plan?
Despite the minimum guaranteed interest of 4% per annum plus a bonus, ICEA LION has offered competitive returns against the market average.
How do I invest in Icea Lion?
You can set up the Unit Trust Fund account of your choice for as little as KES 500 and up with whatever amount you wish to save or invest at any time. You can set this up at your convenience by visiting our DigiTrust Page that allows you to plan for, set up, deposit and withdraw your funds at the click of a button.
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