Common Contracts

2 similar Unit Trust Agreement contracts

UNIT TRUST
Unit Trust Agreement • April 29th, 2020

This is an arrangement that enables investors to pool their money and have it professionally managed and invested in a range of underlying assets. The underlying assets of a Portfolio vary depending on the Portfolio’s investment objective. Portfolio’s are commonly referred to as ‘unit trust(s)‘ or ‘fund(s)‘. In this document the term ‘unit trust‘ is used.

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Which legal entities are party to this agreement? 1 Which documents form part of the agreement? 1 What are your rights and responsibilities? 2 What are Allan Gray’s rights and responsibilities? 4 What happens when you die? 6 What is Allan Gray not...
Unit Trust Agreement • November 6th, 2017

The company that administers the unit trust(s), Allan Gray Unit Trust Management (RF) Proprietary Limited. It is authorised to do so as a Manager in terms of the Collective Investment Schemes Control Act. In this document it is referred to as ‘Allan Gray‘.

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