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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