New Investors | Unit Trust of Fiji

Ni sa bula vinaka and Welcome to our global platform!

Unit Trust of Fiji has a diversified portfolio of over $100 million and is the largest Unit Trust in Fiji holding more than 60 percent of our market share. We provide competitive dividend returns to more than 14 thousand investment account holders and continue to be Fiji’s preferred investment vehicle for creating and growing wealth for Fijians.

Investors are advised to read an understand the full content of the prospectus. If in doubt, please consult UTOF’s licensed unit trust representative or a professional investment advisory.

Income & Growth Fund- New Account

Requirements:

Passport size Photo(S)
Birth Certificate
Valid Photo ID (FNPF card , Driver’s License, Passport, Voter Registration)
Tin Letter/Joint FRCA& FNPF Card
Statutory Declaration (In the absence of a valid ID)

Joint Accounts

(Corporates, Institutions, Associations, Committees, Yavusa, Tikina, Youth group etc )
Requirements:

Company Registration (where applicable)
TIN Number/Joint FRCA& FNPF Card
Passport size photo(s) of the Signatories
Valid Id of the signatories ( FNPF, Driver’s License , Voter Registration and Passport )
Minutes of the meeting for groups clearly stating the signatory of the accounts and approval investment with UTOF

Investing over FJD$10,000

Valid Passport should always accompany any investment over $10,000 (Reserve Bank of Fiji’s requirement)
Statutory Declaration should be filled out confirming the residency status of the unit holder

Minimum Requirements

(Corporates, Institutions, Associations, Committees, Yavusa, Tikina, Youth group etc )

Requirements:

Company Registration (where applicable)
TIN Number/Joint FRCA& FNPF Card
Passport size photo(s) of the Signatories
Valid Id of the signatories ( FNPF, Driver’s License , Voter Registration and Passport )
Minutes of the meeting for groups clearly stating the signatory of the accounts and approval investment with UTOF

Children Investment Plan

Investor profile

The Children Investment Plan “CIP” is designed for Children under the age of 18 years.

Fund Profile

The CIP is one of the Investment Plans listed under our Income Fund investment facility.
The CIP is suitable for investors who want to earn “Tax-Free” dividend income while seeking to preserve the value of their invested capital (unit prices are fixed at $1.00 per unit)
The Fund is designed for medium-long term investment with low level of risk

Asset Allocation

Cash – includes cash reserves, term deposits and other cash equivalents
Fixed Income securities

Requirements for Children Investment Plan

Passport size Photo(s) of the child and the signatory
Valid photo ID of Signatory or signatories
Consent form dully signed by the parent, guardian or custodian
Birth Certificate
Tin Letter
Statutory Declaration in the absence of the signatories valid photo ID

Minimum Opening Balance

20 Units (FJD $20.00)

Income Plus Plan

Investor profile

Fund Profile

The IPP is one of the Investment Plans listed under our Income Fund investment facility.
The IPP is suitable for investors who want to earn “Tax-Free” dividend income while seeking to preserve the value of their invested capital (unit prices are fixed at $1.00 per unit)
The Fund is designed for medium-long term investment with low level of risk