Get Unit Trust Disinvestment Form

Filling out the Unit Trust Disinvestment Form online can seem daunting, but with clear guidance, you can complete the process smoothly. This guide will walk you through each section of the form, ensuring that you understand how to provide accurate information to facilitate your disinvestment.

Follow the steps to successfully complete your disinvestment form.

1. Click the ‘Get Form’ button to access the Unit Trust Disinvestment Form. This will allow you to retrieve the necessary document for your disinvestment process.
2. Fill in your investor details accurately. This section requests your investor code, name, date of birth, and contact information. Ensure all details match official documents to avoid delays.
3. Select your disinvestment options. You can choose to specify an account number, class, the amount to disinvest, or indicate that you want to withdraw all units. Make sure to select the appropriate option based on your preferences.
4. Provide your bank details in Section 4. Include the account holder's name, identity number, bank name, account number, branch name, and branch code. This information is crucial as payments will be made via EFT into the registered investor's account only.
5. Review the investor declaration carefully. Confirm that you have understood the terms and conditions outlined in Annexure A. Sign and date the declaration to validate your disinvestment request.
6. Save your changes once you have completed the form and ensure to download or print a copy for your records. You will need to submit only page 2 of the completed form along with any required supporting documents.

Complete your Unit Trust Disinvestment Form online today to start the disinvestment process efficiently.