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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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