Forms
Products
Funds
| New business | Download |
|---|---|
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer to another CSDP | Download |
| Transfer to another investor | Download |
| Terms and conditions | Download |
Managed Portfolios
| New business | Download |
|---|---|
| Additional investment | Download |
| Repurchase | 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
Structured Product (Linked Endowment Policy)
Structured Product (Note)
Tax Free Savings Account
Other Forms
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 |
| FSP declaration of earnings | Download |
Directive 135 for Living Annuities
FICA (Financial Intelligence & Crime Act)
FATCA (Foreign Account Tax Compliance Act)
| Self certification form | 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
| Declaration (foreigners) | Download |
|---|
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
Structured Products
| Click 'Download" to enter Absa structured product reporting system | Download |
|---|
Ashburton
BNP Paribas
Cloud Atlas
Coreshares
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
Satrix
ETFs
| 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 World | Download |
| Satrix Quality South Africa | Download |
| Satrix Nasdaq 100 | Download |
Societe Generale
Structured Products
| Societe Generale Smart Trend 40 - Issue 01 | 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 |