Unit Trust Pool – Rules and application forms

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).

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