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
Structured Product (Linked Endowment Policy)
Structured Product (Note)
Tax Free Savings Account
| New business | Download |
|---|---|
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer in from another provider | 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 |
|---|
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
Structured Products
| Click 'Download" to enter Absa structured product reporting system | 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 |
Centuar
Unit Trusts
| Centuar BCI Flexible Fund (Class C) | 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 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 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 |
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 |
|---|