Key Requirements

The following table lists the requirements when purchasing units with the FHUT and in accordance with FTR act:

Type of Investor Details Required With Application Form Signature(s) Required
 Individual  Individual details:
– Valid identification*
– Proof of source of funds
 Individual
 Joint Unit Holders  Details for both investors
– Valid identification*
– Proof of source of funds
Both Investors
 Investing on behlalf of a minor  Adult’s name ATF minor’s nameExample:
Mr John Smith
ATF Junior Smith
– Valid identification*
 Adult
 Company – Name of company
– Certificate of Registration
– Registered Memorandum and Articles of Association of Company
– Valid identification documents*
– Minutes of the last Board Meet selecting Directors and resolution to invest
Proof of source of funds
 As per Board Minutes
 Trust or Groups – Name of Trust or Group
– Registered Trust Deed/Association/Club Charter or Constitution
– Minutes of meeting selecting Trustees and resolution to invest
– Names and valid identification of Trustees*
– Proof of source of funds
 All the Trustees
 Deceased Estate  The Executor’s name ATF Estate NameDocuments relating to the estate
– Probate
– Letters of Administration
– Valid identification*Example:
Mr John Smith
ATF Estate Name
 Executive or Administrator of Estate

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Please contact the FHUT licensed representatives on the following numbers for any assistance you may need in filling out the application form.

  • Telephone: (679) 331 1120
  • Toll Free: (0800) 331 7152
  • Mobile: (679) 9991 718  [Vodafone Short Code: 5600]
  • Fax: (679) 331 7153

Important Notes:
For all non-face to face customers all documents must be certified by Justice of Peace, Notary or Legal Practitioner.

  • Clients who do not or refuse to produce adequate identification documents maybe refused the transaction by FHL FML and will be reported to the Financial Intelligence Unit (FIU) (FTR Act s.7).

* Refers to one or more of the following: valid passport, driver’s licence, FNPF membership card & any utility bills etc.

 

Current Unit Prices

Entry Price: $0.82
Exit Price: $0.78

FHUT Prices Valid from:
(01/10/2017) to (15/10/2017)