Who can purchase a Gift of Units?
A Gift of Units may be purchased by either Corporate or Individual adult customers, who may be classified as non-unitholders (i.e. do not hold an account with the UTC) or unitholders (i.e. hold an account with the UTC).
I am a non-unitholder. What documents will I need?
You will need:
- National Identification
- Completion of a Source of Funds Document for all values
Who can redeem a Gift of Units?
A Gift of Units may only be redeemed by individual customers who are classified as Unitholders. Therefore, all intended recipients of a Gift of Units who are non-unitholders must first open an account prior to the receipt of the gift.
Where can I purchase UTC’s Gift of Units?
You can purchase the Gift of Units at all UTC Investment Centres and Agencies (click here: to go to the contact page)