Forms

Products

Index Tracker Funds

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Transfer to another provider

Download
Transfer to another investor

Download
Terms and conditions

Download

Managed Portfolios

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Terms and conditions (Administrator)

Download
Terms and conditions (Investment manager)

Download

Retirement Annuity

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Retirement notification

Download
Conditions of membership

Download
Fund rules

Download
Regulator approval

Download

Preservation Pension Fund

New business

Download
Withdrawal

Download
Switch

Download
Retirement notification

Download
Conditions of membership

Download
Fund rules

Download
Regulator approval

Download

Living Annuity

New business

Download
Switch

Download
Terms & conditions

Download

Structured Product (Linked Endowment Policy)

New business

Download
Terms and conditions

Download
Withdrawal

Download

Structured Product (Note)

New business

Download
Terms and conditions

Download
Withdrawal

Download

Tax Free Savings Account

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Transfer to another investor

Download
Transfer in from another provider

Download
Terms and conditions

Download

Unit Trusts

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Transfer to another investor

Download
Transfer in from another provider

Download
Terms and conditions

Download

Other Forms

Acting on behalf of an investor

Acting on behalf of an investor

Download

Apply for a FSP contract with Itransact

FSP application form (Itransact)

Download
FSP application form (Guardrisk Life Insurance)

Download
FSP application checklist

Download
FSP representative application form

Download

Declarations

Declaration of earnings below tax threshold

Download

Directive 135 for Living Annuities

Transfer into Itransact

Download
Transfer out of Itransact

Download

FICA (Financial Intelligence & Crime Act)

FICA (Individual)

Download
FICA (Legal Entity)

Download
Proof of residence (Affidavit)

Download

FATCA (Foreign Account Tax Compliance Act)

Self certification form (Natural persons)

Download
Self certification form (Juristic persons)

Download

Section 14 Transfers for Retirement Annuities

Section 14 transfer notice

Download
Form H

Download
Form J

Download
Recognition of transfer (ROT)

Download

Withholding Tax

Withholding tax on interest declaration

Download

 

Fund Fact Sheets

Note that the fund managers listed below may have different fact sheet issuance cycles to one another. Most fund managers issue fact sheets monthly but some issue fact sheets quarterly and bi-annually.

Absa

ETFs

Volatility Managed High Growth Equity

Download
Volatility Managed Moderate Equity

Download
Volatility Managed Defensive Equity

Download
Value Equity

Download
Low Volatility

Download
Equity Momentum

Download
GOVI

Download
ILBI

Download
S&P Namibia Bond

Download
MAPPS Growth

Download
MAPPS Protect

Download
S&P GIVI Top 50

Download
SWIX 40

Download
Shari’ah Top 40

Download
TRACI (Money Market)

Download
Gold

Download
Palladium

Download
Platinum

Download

ETNs

Currency Note USD

Download
Currency Note GBP

Download
Currency Note EURO

Download

Structured Products

Click 'Download" to enter Absa structured product reporting system

Download

Allan Gray

Unit Trusts

Allan Gray Equity (Class C)

Download
Allan Gray Balanced (Class C)

Download
Allan Gray Bond (Class C)

Download
Allan Gray Orbis Global Equity Feeder Fund (Class A)

Download

Anchor

Unit Trusts

Anchor BCI Global Equity Feeder Fund (Class A)

Download
Anchor BCI Global Technology Fund (Class A)

Download

Ashburton

ETFs

Ashburton World Goverment Bond

Download
Ashburton Inflation

Download
Ashburton Midcap

Download
Ashburton Top 40

Download
Ashburton Global 1200 Equity

Download

BCI

Unit Trusts

BCI Fundsmith Equity Feeder Fund (Class A)

Download
BCI Income Plus Fund (Class C)

Download
BCI Stable Fund of Funds (Class 3B1)

Download

Blue Alpha

Unit Trusts

Blue Alpha BCI Balanced Fund (Class C)

Download
Blue Alpha BCI Equity Fund (Class C)

Download
Blue Alpha BCI Global Equity Fund (Class C)

Download

BNP Paribas

Structured Products

Global Brand Leaders Issue 01

Download
iStoxx Europe Next Dividend Issue 01

Download
Multi Asset CLC (ZAR) Issue 04

Download
Multi Asset CLC (USD) Issue 04

Download

Cadiz

Unit Trusts

Cadiz BCI Balanced Fund (Class B)

Download
Cadiz BCI Enhanced Income Fund (Class C)

Download
Cadiz BCI Money Market Fund

Download
Cadiz BCI Equity Fund (Class C)

Download
Cadiz BCI Global Flexibe Fund of Funds (Class A)

Download
Cadiz BCI Absolute Yield (Class A)

Download

Centuar

Unit Trusts

Centuar BCI Flexible Fund (Class C)

Download

Cloud Atlas

ETFs

AMI Big 50 ex-Africa ETF

Download
Cloud Atlas Real Estate ex-Africa

Download

Coreshares

ETFs

Coreshares S&P Global Dividend

Download
Coreshares Dividend Aristocrat

Download
Coreshares SciBeta

Download
Coreshares Preftrax

Download
Property Income Fund

Download
Coreshares S&P 500

Download
Coreshares Top 50

Download
Coreshares S&P Global Property

Download

Efficient

ETN

Efficient EFPC Global Equity Note

Download

Sygnia ITRIX

ETFs

Sygnia ITRIX DJ Eurostoxx 50

Download
Sygnia ITRIX FTSE 100

Download
Sygnia ITRIX MSCI Japan

Download
Sygnia ITRIX MSCI USA

Download
Sygnia ITRIX MSCI World

Download
Sygnia ITRIX Global Property

Download
Sygnia ITRIX Swix

Download
Sygnia ITRIX Top 40

Download
Sygnia ITRIX S&P 500

Download
Sygnia ITRIX 4th Industrial Revolution Global Equity

Download

Itransact

Portfolios (Discretionary)

Cautious

Download
Conservative

Download
Moderate

Download
Growth

Download
International

Download

Portfolios (Prudential Reg 28)

Cautious

Download
Conservative

Download
Moderate

Download
Growth

Download

Sasfin

Unit Trusts

Sasfin BCI Flexible Income Fund (Class C)

Download

Satrix

ETFs

Satrix MSCI China

Download
Satrix Top 40

Download
Satrix DIVI

Download
Satrix FINI

Download
Satrix INDI

Download
Satrix RAFI

Download
Satrix ILBI

Download
Satrix RESI

Download
Satrix Momentum

Download
Satrix Property

Download
Satrix SWIX

Download
Satrix S&P 500

Download
Satrix MSCI Emerging Markets

Download
Satrix MSCI Emerging Markets ESG

Download
Satrix MSCI World

Download
Satrix MSCI World ESG

Download
Satrix Global Aggregated Bond

Download
Satrix Quality South Africa

Download
Satrix Nasdaq 100

Download

1nvest

ETFs

1nvest S&P 500 Info Tech

Download
1nvest S&P 500

Download
1nvest MSCI World

Download
1nvest Global Property

Download
1nvest Global Government Bond

Download
1nvest SA Property

Download
1nvest Swix 40

Download
1nvest Top 40

Download
1nvest Gold

Download
1nvest Palladium

Download
1nvest Platinum

Download
1nvest Rhodium

Download
Invest SA Bond

Download

36One

Unit Trusts

36One BCI Flexible Opportunity Fund

Download