How do I redeem Unit Trust portfolios on Barita Online?

 

 

Initiate your redemption of various portfolios. Through Barita Online, customers can redeem to/from the unit trust portfolios below:

1. B.U.T FX Bond Portfolio
2. B.U.T FX Equity Growth Portfolio
3. B.U.T J$ Income Portfolio
4. B.U.T J$ Money Market Fund
5. B.U.T J$ Real Estate Portfolio
6. B.U.T J$ Capital Growth Fund

 

• Select Unit Trust from the Navigation Bar. 
• Select account from the dropdown menu​.
• Select ‘Sell’ from the top menu.

• Enter the number of units you would like to redeem.
• System will display the number of units to be redeemed.

Select ‘Next’ to continue, or select ‘Back’ to load the previous page and undo information added.

• Transaction details will be displayed on Confirm Trade page.
• Client should enter banking information.

• Select confirm trade.​

• Order Successful message is displayed, indicating the transaction has been submitted to the next stage in the process​.

Transaction will be added to account history in pending state. Below are options to the pending state:​

• View ​
• Update ​
• Delete​