Unit Trusts

Structure shared ownership clearly and securely.

A unit trust is a legal structure commonly used for joint investments, business ventures, or asset ownership among multiple parties. In a unit trust, ownership is divided into units, and each unit holder’s entitlement to income or capital is proportional to the number of units they hold. This structure provides flexibility for distributing income and managing shared investments, but also comes with legal and administrative responsibilities.

Before completing this form, it is important to understand the purpose and operation of a unit trust and carefully consider whether it suits your personal circumstances. If you have not already done so, please consult your adviser for further guidance.