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A Simple Guide to Investing with EQUITY
Study the information supplied for each investment. If there are any points you don't understand phone EQUITY for clarification. When you are fully satisfied make the investment.
Debenture Stock
Complete the application form contained in the Investment Statement
and forward to the finance company together with your cheque. Details
on where to send these are covered in each individual Investment Statement.
Unit Trusts
Complete the application form and forward to the fund manager with
your cheque. If you wish to make regular savings, complete the direct
debit authority form also. Both the application and direct debit forms
are contained in the Investment Statement, which also advises details
for the payee of the cheque. Often this will be different from the
name of the fund manager.
Share Purchases
Initially complete a Sharebroking Account Application form and forward to EQUITY. Once the account is opened you can phone EQUITY for price quotes and purchase orders. You will receive a Contract Note (account for payment) and payment should be made by return mail, instructions come with the account.
Selling Shares
Contact EQUITY to give selling instructions. You will need to be able to supply correct name, FIN and Holder numbers along with share particulars.
Bonds, Capital Notes and Property Units traded on the Secondary Market
Contact EQUITY for price quotes
and purchase orders. You will receive a Contract Note for payment
which should be made by return mail as per instructions. If you have
units to sell, please also contact
EQUITY to give selling instructions. To see how the bond calculation
is worked click here. |
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