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
Endowment Policy
| New business (Individuals) | Download |
|---|---|
| New business (Legal entities) | Download |
| Terms and conditions | Download |
| Withdrawal | Download |
Structured Product (Note)
Tax Free Savings Account
| New business | Download |
|---|---|
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer | Download |
| Terms and conditions | Download |
Unit Trusts (South African)
| 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 (Offshore)
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
FICA (Financial Intelligence & Crime Act)
FATCA (Foreign Account Tax Compliance Act)
| Self certification form (Natural persons) | Download |
|---|---|
| Self certification form (Juristic persons) | Download |
Section 14 Transfers for Retirement Annuities
| Investor letter of instruction | Download |
|---|---|
| Section 14 transfer notice | Download |
| Form H | Download |
| Form J | Download |
| Recognition of transfer (ROT) | Download |
Withholding Tax
| Withholding tax on interest declaration | Download |
|---|
User Request Forms
| Unit trust portal login form | Download |
|---|
Fund Fact Sheets
The below list of fund managers may have different fact sheet issuance cycles to one another. Most issue them monthly, but some release quarterly and bi-annually too.
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 |
| Reitway Global Property | Download |
| Platinum | Download |
ETNs
| Currency Note USD | Download |
|---|---|
| Currency Note GBP | Download |
| Currency Note EURO | Download |
| NewWave Platinum | Download |
| NewWave Silver | Download |
Structured Products
| Structured Products (Indicative information only. Not to be used for final valuations) | Download |
|---|
Allan Gray
Anchor
Ashburton
BCI
Blue Alpha
BNP Paribas
Cadiz
Unit Trusts
| Cadiz BCI Balanced Fund (Class B) | Download |
|---|---|
| Cadiz BCI Enhanced Income Fund (Class C) | Download |
| Cadiz BCI Money Market Fund (Class A) | Download |
| Cadiz BCI Equity Fund (Class B) | Download |
| Cadiz BCI Global Flexible Fund of Funds (Class A) | Download |
| Cadiz BCI Absolute Yield (Class B2) | Download |
| Cadiz Stable Fund (Class B) | Download |
Cloud Atlas
Coreshares
Efficient
ETN
| Efficient EFPC Global Equity Note | Download |
|---|
Ginsglobal
Sygnia
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 S&P Global1200 ESG | Download |
| Sygnia ITRIX Solactive Healthcare 150 | Download |
| Sygnia ITRIX MSCI Emerging Markets 50 | Download |
| Sygnia ITRIX 4th Industrial Revolution Global Equity | Download |
Unit Trusts
| Sygnia FAANG Plus Equity Fund | Download |
|---|---|
| Sygnia Skeleton Balanced 60 Fund | Download |
| Sygnia Skeleton Balanced 70 Fund | Download |
| Sygnia Skeleton Balanced 40 Fund | Download |
| Sygnia Health Innovation Global Equity Fund | Download |
| Sygnia International Flexible Fund of Funds | Download |
| Sygnia 4th Industrial Global Equity Fund | Download |
| Sygnia Money Market Fund | Download |
Itransact
Prescient
Sasfin
Unit Trusts
| Sasfin BCI Flexible Income Fund (Class C) | Download |
|---|
Satrix
ETFs
| Satrix MSCI China | Download |
|---|---|
| Satrix Top 40 | Download |
| Satrix Capped All Share | Download |
| Satrix DIVI | Download |
| Satrix FINI | Download |
| Satrix INDI | Download |
| Satrix RAFI | Download |
| Satrix ILBI | Download |
| Satrix RESI | Download |
| Satrix Momentum | 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 India Feeder | Download |
| Satrix MSCI World ESG | Download |
| Satrix Global Aggregated Bond | Download |
| Satrix Property | Download |
| Satrix Quality South Africa | Download |
| Satrix Nasdaq 100 | Download |
| Satrix Inclusion and Diversity | Download |
| Satrix Global Infrastructure Feeder | Download |
Unit Trusts
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 |
|---|