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Frequently Asked Questions

  • FAQ - Buy Unit Trusts online

    • How do I buy Unit Trusts online?
    • What payment methods are available when I buy unit trusts online?
    • Will I be required to send through any FICA documentation when I buy unit trusts online?
    • Can I buy Offshore Unit Trusts online?
    • Will I be charged any Intermediary fees when I buy unit trusts online?
  • FAQ - Unit Trusts Switches
    • How do I get the necessary access to perform a unit trust switch online?
    • If I have more than one entity number will I be able to switch between the entities?
    • If I perform a unit trust switch online, will I be charged any fees?
    • Can I switch into new funds or can I only switch between existing funds?
    • Can I change my debit order on my existing fund?
    • Can I change my cash flow plan on my existing fund?
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