1. Client Suitability Assessment Form (Corporate)
    Client Suitability Assessment Form (Individual)


    This form is to ensure that based on the relevant information you provide, your investment profile is matched against the investment parameters of the UIT Fund. The CSA includes personal or institutional data and helps you identify your investment objective, investment horizon, investment experience, and risk tolerance.

  2. Risk Disclosure Statement

    This form describes the attendant general and specific risks that may arise from investing in the UIT Fund.

  3. Participating Trust Agreement Large Cap UITF

    This serves as the Trust Agreement between the trustee and the participating investor.