UTP rules and application forms
Finance, Funding & Giving
- Unit Trust Pool
- Stewardship, Gift Aid and Legacies
- Grants and Loans
- Independent Examination of accounts
- Completion of the OSCR Annual Return and Supplementary Monitoring Return
- Receipts and Payments Accounts – Guidance Notes
- Accrued / SORP compliant accounts – Guidance Notes
- Accounts – guidance and samples
Rules
The operation of the Unit Trust Pool is governed by a set of Rules adopted by the Administration Board. The Rules can be downloaded here.
Application forms
Separate applications are required to open a new UTP account, to invest further funds in an existing account and to sell units. The application forms are available to download in both simple PDF format (to print and complete by hand) and PDF Form (to complete electronically, print and sign). Please note, each application form submitted electronically should be submitted as a separate PDF attachment.
New Account application form
Download as PDF to print and complete by hand
Download as PDF Form to complete electronically, print and sign
Application to purchase additional units in existing account
Download as PDF to print and complete by hand
Download as PDF Form to complete electronically, print and sign
Application to sell units
Download as PDF to print and complete by hand
Download as PDF form to complete electronically, print and sign
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