Get Unit Trust Application Form - Sasfin

This guide provides comprehensive instructions for successfully completing the UNIT TRUST APPLICATION FORM for Sasfin. Designed to assist both new and experienced users, it simplifies the process of applying for investment in BCI unit trusts.

Follow the steps to complete your application form online.

1. Click the 'Get Form' button to receive the application form and open it in your preferred online document editor.
2. Begin by filling in 'Section 1: Investor Details'. Specify the type of entity (e.g., listed company, trust, partnership) and provide the required registration information, including the registered name and registration number.
3. Provide complete contact details for the institutional investor. Include the title, surname, first name, telephone numbers, fax, mobile, and email address.
4. Indicate if you consider yourself to be associated with a Politically Exposed Person (PEP) by selecting 'Yes' or 'No' and providing details if applicable.
5. Complete the Dividend Withholding Tax section by providing the necessary information regarding tax status and exemption if applicable.
6. In 'Section 2: Investment Details', input the portfolio names and investment amounts. Make sure to specify any fees as required.
7. Fill out 'Section 3: Payment Details' by selecting the source of contribution and indicating the method of payment.
8. In 'Section 4: Bank Debit Authority', authorize BCI to debit your bank account for any debit orders by providing the required banking details.
9. Review and complete additional sections detailing bank account and financial advisor information.
10. Thoroughly check the completed application for accuracy and sign where indicated. Save changes and prepare to submit your application.
11. After final review, you can download, print, or securely share the completed form. Remember to submit any necessary supporting documents as outlined.

Complete and submit your UNIT TRUST APPLICATION FORM online today to start your investment journey with Sasfin.