Products
Index Tracker Funds
| New business (Individual) | Download |
|---|---|
| New business (Legal Entity) | Download |
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer to another provider | Download |
| Transfer to another investor | Download |
| Regular Withdrawal | Download |
| Terms and conditions | Download |
Managed Portfolios
| New business (Individual) | Download |
|---|---|
| New business (Legal Entity) | Download |
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer to another investor | 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 |
| Transfer Out | Download |
Preservation Pension Fund
| New business | Download |
|---|---|
| Withdrawal | Download |
| Switch | Download |
| Retirement notification | Download |
| Conditions of membership | Download |
| Fund rules | Download |
| Regulator approval | Download |
| Transfer Out | Download |
Living Annuity
Endowment Policy (Guardrisk)
| New business (Individuals) | Download |
|---|---|
| New business (Legal entities) | Download |
| Terms and conditions | Download |
| Withdrawal | Download |
Structured Product (Note)
| New business (Individual) | Download |
|---|---|
| New business (Legal Entity) | Download |
| Terms and conditions | Download |
| Withdrawal | Download |
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 (Individual) | Download |
|---|---|
| New Business (Legal Entity) | Download |
| Additional investment | Download |
| Withdrawal | Download |
| Debit order amendment | Download |
| Switch | Download |
| Transfer to another investor | Download |
| Transfer in from another provider | Download |
| Regular Withdrawal | Download |
| Terms and conditions | Download |
Unit Trusts (Offshore)
| New Business (Individual) | Download |
|---|---|
| New Business (Legal Entity) | Download |
| Additional investment | Download |
| Withdrawal | Download |
| Switch | Download |
| Terms and conditions | Download |
Fund Linked Note
Other Forms
Acting on behalf of an investor
| Acting on behalf of an investor - Individual | Download |
|---|---|
| Acting on behalf of an investor - Legal entity | Download |
Apply for a FSP contract with Itransact
| FSP application form (Itransact) | Download |
|---|---|
| FSP application form (Guardrisk Life Insurance) | Download |
| FSP application form (Workers Life Assurance) | Download |
| FSP application checklist | Download |
| FSP representative application form | Download |
Beneficiary Nomination
| Beneficiary Nomination Form | Download |
|---|
Declarations
| Declaration of earnings below tax threshold | Download |
|---|
FICA (Financial Intelligence & Crime Act)
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 |
|---|
FSCA motivation letter template to add product categories
| FSCA motivation letter template to add product categories | Download |
|---|