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Get Meristem Wealth Management 2020-2025
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How to fill out the Meristem Wealth Management form online
Filling out the Meristem Wealth Management form is a straightforward process that allows users to request the redemption of their mutual fund units. This guide provides step-by-step instructions to help you navigate the form effectively.
Follow the steps to complete your mutual fund redemption request.
- Click the ‘Get Form’ button to obtain the mutual fund redemption form and open it in your online editor.
- Select the fund you wish to redeem units from by ticking the appropriate box for either the Meristem Money Market Fund or the Meristem Equity Market Fund.
- Indicate the number of units you wish to redeem in the designated field. Ensure you check against your current holdings.
- Provide the value/amount you wish to redeem in naira in the specified area, and write it in words in the section below.
- Enter the reasons for redeeming the units in the space provided, explaining your decision clearly.
- Fill in your name as the investor in the appropriate field, ensuring it matches your identification documents.
- Include your contact address, providing complete information to ensure proper communication.
- Add your phone number in the designated section to facilitate any necessary follow-up regarding your redemption.
- Input your bank account details for payment instructions. This includes your account name, bank name, account number, and sort code.
- If applicable, provide the signature of individual/joint unit holders and include the date. Corporate holders must sign as well.
- Review the filled form carefully to ensure all information is accurate and complete before submission.
- After finalizing the form, save your changes, and consider downloading or printing a copy for your records.
Complete your mutual fund redemption request online today.
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