UNIT TRUST INVESTMENT APPLICATION FORM Natural Persons

Transcription

1 UNIT TRUST INVESTMENT APPLICATION FORM Natural Persons Coronation Management Company (RF) (Pty) Ltd Registration Number: 1995/010002/06 SARS Registration Number: 9589/107/71/4 (021) to A INVESTOR DETAILS Surname: First name(s): Please attach a copy of your ID or Passport. No Gender: M F No ) ) ) Source of funds (compulsory): B ACTING ON BEHALF OF AN INVESTOR*/JOINT NAME REGISTRATION** * e.g. Guardians/Persons with Power of Attorney or mandate acting on behalf of disabled or insolvent persons. ** Insert second name if joint name registration. Surname: First name(s): Please attach a copy of your ID or Passport. No Gender: M F No PAGE 1 OF 8

2 ) ) ) C JOINT SIGNATORY AUTHORITY D SUPPORTING DOCUMENTATION (Copies of the supporting documentation are sufficient as long as all text and photographs are clear and legible). For South African Citizens and Residents For Foreign Nationals E BANKING DETAILS PAGE 2 OF 8

3 REGULAR DEBIT ORDER AUTHORITY 1st / / / / F INVESTMENT OPTIONS PHASING IN No one DOMESTIC - INCOME FUND Lump Sum Amount in Rands Amount OR DOMESTIC - INCOME AND GROWTH FUNDS DOMESTIC - LONG TERM GROWTH FUNDS INTERNATIONAL - CAPITAL PRESERVATION FUND INTERNATIONAL - LONG TERM GROWTH FUNDS (1) PAGE 3 OF 8

4 SPECIALIST FUNDS - LONG TERM GROWTH Lump Sum Investment (Enter Amount in Rands Min. R5 000, Money Market Min. R10 000) Phase-in % Debit Order (Enter Amount in Rands Min. R500 p.m.) Annual Debit Order Increase (Enter Percentage) Absolute Fund % Income Income Distribution Distribution Deposited to Reinvested OR Bank Account Equity Fund % Market Plus Fund % Optimum Growth Fund % SPECIALIST FUNDS - INCOME AND GROWTH Property Equity Fund % SA Capital Plus Fund % SPECIALIST FUNDS - INCOME Money Market Fund N/A % Jibar Plus Fund % Optimal Income Fund % SPECIALIST FUNDS - BUILDING BLOCKS Bond Fund % Financial Fund % Industrial Fund % Resources Fund % Smaller Companies Fund % OTHER % All funds listed above refer to the A-Class of the respective funds, except for the Bond Fund & Smaller Companies Fund which refers to the R-Class. (1) Exit Fee Global Emerging Markets Flexible [ZAR] Fund Coronation reserves the right to charge an exit penalty of 2% should repurchases be made from the Fund within a period of less than 6 months from the time of investment in the Fund. This will apply to both initial and subsequent investments. Any exit penalty levied under this provision will be applied for the benefit of the remaining investors in the Fund. G METHOD OF PAYMENT Cheque deposit* Electronic/Internet Transfer* Electronic collection by the Administrator Regular debit order All cheques must be endorsed as NOT TRANSFERABLE and deposited directly into the relevant Unit Trust account by the investor or forwarded to Coronation. Please insert the investor s initials and surname in the reference section on the proof of deposit/transfer in order to assist the Administrator with processing the application. The maximum value payable by cheque is R Electronic internet transfers may take up to 2 days to appear in our bank account. Units may only be priced upon confirmed receipt of documentation and funds into the relevant Unit Trust bank account. Please insert the investor s initials and surname in the reference section on the proof of deposit/ transfer in order to assist the Administrator with processing the application. Funds are deducted from the investor s bank account 4 days after the receipt of a valid and complete application form and supporting documentation. Electronic collection by the Administrator is restricted to a maximum of R per debit. Where a higher amount than this is requested, multiple debits will be processed on the same day. Please complete the bank account details in the Bank Details section if you select this option. Please complete the Debit Order Authority section if you select this option. *Coronation Bank Account Details Money Market Fund: All Other Funds: Account holder: Coronation Management Company (RF) (Pty) Ltd Account holder: Coronation Management Company (RF) (Pty) Ltd Bank: Nedbank Bank: Nedbank Branch: Cape Town Branch: Cape Town Branch code: Branch code: Account type: Cheque Account type: Cheque Account number: Account number: The Administrator requires proof of deposit or transfer together with receipt of the applicable documentation as set out in this form, before this application can be processed. PAGE 4 OF 8

5 H REGULAR WITHDRAWAL PAYMENTS / / days FROM FUND Fund name R or R or R or R or R or R or R or I COMMUNICATION FROM CORONATION Post No Sms confirmations will be sent for the following transactions: INVESTMENT ADVISORY RELATIONSHIP J FINANCIAL ADVISOR DETAIL AND DECLARATION KLAUS WILHELM BUNTZEN Company: CORPORATE ADVISORY SERVICES Registration number: PAGE 5 OF 8

6 Company *( The SA income tax number (if applicable) and proof of bank account is still required) Signed at: K FINANCIAL ADVICE FEES (Please select an option) OR L DECLARATION BY INVESTOR PAGE 6 OF 8

7 Signature: Signature: Signature: Signature: / / Coronation Management Company (RF) (Pty) Ltd PAGE 7 OF 8

8 ANNEXURE A - ADDITIONAL JOINT APPLICANTS Surname: First name(s): Please attach a copy of your ID or Passport. No ) ) ) PAGE 8 OF 8