Get Unit Trust Application Form - Catalyst Fund Managers

This guide provides clear, step-by-step instructions on how to complete the Unit Trust Application Form for Individual Investors from Catalyst Fund Managers. It aims to support users of varying experience levels in successfully navigating the online form.

Follow the steps to accurately complete your application form.

1. Press the ‘Get Form’ button to access the application form and open it in the appropriate editor.
2. Identify whether you are a new or existing investor. If you are an existing investor, you need to enter your client number and only fill out the sections where your personal details have changed.
3. Complete the personal details section, including your title, surname, first name(s), date of birth, marital status, nationality, and identification number. Ensure all fields are filled accurately.
4. If you are filling out the form on behalf of someone else, provide the acting individual's details in the respective section. Include their personal information such as title, surname, first name(s), and identification number.
5. If applicable, fill out the financial advisor details section, which includes the name of the financial advisor, their Financial Services Provider license number, and contact information.
6. Proceed to the dividends tax and interest withholding tax sections to declare your tax residency status and provide additional documentation if needed.
7. Specify the source of funds for your investment. Preparing necessary documentation to substantiate your source may be required at this stage.
8. Fill out the banking details carefully, ensuring the name of the account holder, banking institution, account number, and type are correct. Attach the required proof of banking documentation.
9. Select your preferred method of payment for the investment and complete the necessary payment instructions accordingly.
10. In the investment option details section, choose your selected portfolios and fill in the relevant fee structures and the investment amounts.
11. Review and confirm all declarations and authorizations at the end of the form, ensuring all information provided is accurate and that you understand the associated risks and terms.
12. Save your completed form and the additional required documentation. You can then download, print, or share the form as necessary.

Complete your Unit Trust Application Form online today and take the first step towards managing your investments.