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How to use or fill out the Form of Transfer online
- Click ‘Get Form’ to open the Form of Transfer in our editor.
- Begin by entering the Transferor’s full name(s) in the designated field. Ensure accuracy as this identifies the current holder of the fund units.
- Next, specify the Investment Amount and Number of Units being transferred. This information is crucial for processing the transfer correctly.
- Fill in the Transferee’s full name(s) and, if applicable, their MasterAccount Number. If they do not have an account, they must complete a MasterAccount Application Form first.
- Provide the Full Address of Transferee(s), which is optional if a MasterAccount Number has been provided.
- Sign and date the form where indicated. The signature of a witness is also required for validation.
- Review all entered information for accuracy before submitting. You can submit via fax or post as per instructions provided.
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