Get Britam Unit Trusts Redemption / Switch Form

This guide provides clear and supportive instructions on how to complete the Britam Unit Trusts Redemption / Switch Form online. By following the steps outlined, users can efficiently navigate the form and ensure all necessary information is accurately provided.

Follow the steps to complete your form online effectively.

1. Press the ‘Get Form’ button to download the Britam Unit Trusts Redemption / Switch Form and open it in your preferred PDF editor.
2. Complete the investor details section, including your client name, telephone number, and investment account number. Ensure that all information is correct and up to date.
3. In the redemption section, indicate the fund name you are redeeming from by ticking the appropriate box. Specify the amount in Kenyan Shillings or the number of units you wish to redeem. You have the option to redeem all units if applicable.
4. For the switch option, tick the box corresponding to the fund you are switching from and indicate the amount you wish to switch.
5. Next, tick the fund you are switching to from the listed options. Again, provide the relevant amount.
6. Fill in the bank details section completely, including your bank name, account name, account number, and branch. If your bank details have changed, attach the necessary proof, which can include a recent bank statement, a certified bank letter, or an original canceled cheque.
7. Select the reason for your redemption or switch by ticking the appropriate box or specifying another reason in the provided space.
8. Read through the general terms and conditions section carefully to understand the policies regarding your transactions.
9. At the end of the form, provide your signatures and printed names, along with the date. Ensure each person signing is correctly identified.
10. Finally, save your changes, and you can download, print, or share the completed form as needed for submission.

Start completing your Britam Unit Trusts Redemption / Switch Form online now for a smooth process.