Forms

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• RMB Unit Trusts Application Form

  This form is used for new investments and new investors

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• RMB Unit Trusts Switch Form

  This form is used to instruct us to switch between funds

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• RMB Unit Trusts Repurchase Form

  This form is used to withdraw money from an investment.

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• RMB Unit Trusts Change of Regular Instruction Form

  This form is used to change debit order or income instructions on an investment

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• RMB Unit Trusts Change of Personal Details Form

  This form is used to inform us of any changes to your address, name, or financial adviser.

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• RMB Unit Trusts Client Application to Transact Online Form

  This form is used to apply for an online login in order to access our online facilities and to be able to buy, switch or repurchase units online.  Once the form has been processed, a password will be sent to the email address specified on this form.

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• RMB Unit Trusts Financial Adviser Application to Transact Online Form

  This form is used by financial advisers to apply for access to our online facilities to be able to view all their clients.

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• RMB Unit Trusts Authorisation for Financial Adviser to Transact Online on Behalf of a Client Form

  This form is used to give a financial adviser permission to transact online on behalf of an investor to buy, switch or repurchase units on behalf of an investor. This form must be signed by both the investor and the financial adviser.

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• RMB Unit Trusts Additional Single Investment Form

  This form is used to add additional investments to your portfolio.

  Click here to download form