Get 78727 Ut Rep Instr. (may 2010).indd - Investec Asset Management

The 78727 UT Rep Instr. is a crucial document for requesting unit trust redemptions with Investec Asset Management. This guide provides you with clear, step-by-step instructions to assist you in accurately completing the form online.

Follow the steps to successfully complete your unit trust redemption form.

1. Click the ‘Get Form’ button to access the unit trust redemption form.
2. Enter your entity number, surname or entity name, name of the investor or authorized contact person, telephone number (with country code), email address, and ID number, passport number, or entity registration number. Ensure that all details are printed clearly in block letters.
3. Indicate your request for redemption by providing the names of the funds you wish to redeem. Choose the appropriate tick box to specify whether you want to redeem by Rand amount, number of units, or percentage.
4. If applicable, decide whether you wish to cancel your existing debit order. Specify your decision by checking 'Yes' or 'No' for each corresponding fund.
5. In the payment instruction section, provide the name of your bank, branch country, branch name, branch code, account holder's name, and account number. Specify the type of account you hold (current or savings).
6. If your bank details have changed, include proof of these details such as a canceled cheque or recent bank statement bearing your bank's logo.
7. Read and agree to the terms outlined in the form. Capture your signature as the investor or authorized signatory, ensuring it matches the application form or entity resolution.
8. Provide the date of signing and the name of the authorized signatory along with their capacity.
9. Complete the FICA declaration if your financial service provider is acting as a primary accountable institution.
10. Once all sections are completed, save your changes, and download the form. You may also choose to print or share the completed document as needed.

Complete your unit trust redemption form online today.