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 |
| Annual advisor fee revision | 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 |
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