Forms
Products
Funds
| New business | Download |
|---|---|
| Additional investment | Download |
| Repurchase | Download |
| Debit order amendment | Download |
| Switch | Download |
| CSDP transfer | Download |
| Transfer | Download |
| Terms and conditions | Download |
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
Endowment Policy
Structured Notes
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
| New Funds Volatility Managed High Growth Equity | Download |
|---|---|
| New Funds Volatility Managed Moderate Equity | Download |
| New Funds Volatility Managed Defensive Equity | Download |
| New Funds Value Equity | Download |
| New Funds Low Volatility | Download |
| New Funds Equity Momentum | Download |
| New Funds GOVI | Download |
| New Funds ILBI | Download |
| New Funds MAPPS Growth | Download |
| New Funds MAPPS Protect | Download |
| New Funds S&P GIVI Top 50 | Download |
| New Funds Shari’ah Top 40 | Download |
| New Funds TRACI | Download |
| New Gold | Download |
Structured Products
| Click 'Download" to enter Absa 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 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 |
|---|