Forms
Products
Index Tracker Funds
New business | Download |
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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 |
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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 |
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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 |
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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 |
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New business (Legal entities) | Download |
Terms and conditions | Download |
Withdrawal | Download |
Structured Product (Note)
Tax Free Savings Account
New business | Download |
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Additional investment | Download |
Withdrawal | Download |
Debit order amendment | Download |
Switch | Download |
Transfer | Download |
Terms and conditions | Download |
Unit Trusts (South African)
New business | Download |
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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 |
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Apply for a FSP contract with Itransact
FSP application form (Itransact) | Download |
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FSP application form (Guardrisk Life Insurance) | Download |
FSP application checklist | Download |
FSP representative application form | Download |
Declarations
Declaration of earnings below tax threshold | Download |
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Directive 135 for Living Annuities
FICA (Financial Intelligence & Crime Act)
FATCA (Foreign Account Tax Compliance Act)
Self certification form (Natural persons) | Download |
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Self certification form (Juristic persons) | Download |
Section 14 Transfers for Retirement Annuities
Investor letter of instruction | Download |
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Section 14 transfer notice | Download |
Form H | Download |
Form J | Download |
Recognition of transfer (ROT) | Download |
Withholding Tax
Withholding tax on interest declaration | Download |
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User Request Forms
Unit trust portal login form | Download |
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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 |
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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 |
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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 |
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Allan Gray
Anchor
Ashburton
BCI
Blue Alpha
BNP Paribas
Cadiz
Unit Trusts
Cadiz BCI Balanced Fund (Class B) | Download |
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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 |
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Ginsglobal
Sygnia
ETFs
Sygnia ITRIX DJ Eurostoxx 50 | Download |
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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 |
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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 |
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Satrix
ETFs
Satrix MSCI China | Download |
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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 |
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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 |
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