The portfolios offered include: | |
Baymont SNN Equity Fund | Unit Trust | |
Portfolio Information Documents as at 31 July 2022 | |
Key Investor Information Document | Minimum Disclosure Document |
Baymont SNN Equity Fund KIID | Baymont SNN Equity Fund MDD |
INVESTOR FORMS | |
Unit Trust | Daily Liquidity | |
Baymont Wealth - Application Form | Entity | |
Baymont Wealth - Application Form | Individual | |
Baymont Wealth - Additional Subscription Form | |
Baymont Wealth - Investment Switch Form | |
Baymont Wealth - Transfer of Ownership Form | |
Baymont Wealth - Redemption Form | |
General | |
Tax residency Self Certification Form - Entity | |
Change of Investor Details | |
W-8BEN-E | |
Ultimate Beneficial Owner form |