Forms

iSave (Application & Instruction Forms)

ETFs

New business
Download
Additional investment
Download
Repurchase
Download
Debit order amendment
Download
Switch
Download
CSDP transfer
Download
Transfer
Download
Terms and conditions
Download

ETF Portfolios

New business
Download
Additional investment
Download
Repurchase
Download
Debit order amendment
Download
Switch
Download
Terms and conditions (Administrator)
Download
Terms and conditions (Investment manager)
Download

Tax Free Savings Account

New business
Download
Additional investment
Download
Repurchase
Download
Debit order amendment
Download
CSDP transfer
Download
Transfer
Download
Terms and conditions
Download

iRetire (Application & Instruction Forms)

Retirement Annuity

New business
Download
Additional investment
Download
Withdrawal
Download
Debit order amendment
Download
Switch
Download
Retirement notification
Download
Conditions of membership
Download

iStructure (Application & Instruction Forms)

Structured Note (Individuals, trusts & companies)

New business
Download
Terms and conditions
Download
Withdrawal Form
Download

Endowment (Individuals & trusts)

New business (Absa Life)
Download
Terms and conditions (Absa Life)
Download
New business (Prescient Life)
Download
Terms and conditions (Prescient Life)
Download
Withdrawl form
Download

Other Forms

Apply for a FSB Contract with Itransact

FSP application form
Download
FSP application checklist
Download
Representative application form
Download

FICA (Financial Intelligence & Crime Act)

FICA checklist
Download
Proof of residence (Affidavit)
Download

FATCA (Foreign Account Tax Compliance Act)

Self certification form
Download

Section 14 Transfers for Retirement Annuities

Section 14 transfer notice
Download
Form H
Download
Form J
Download
Recognition of transfer (ROT)
Download

Withholding Tax

Declaration (foreigners)
Download

Fund Fact Sheets

Absa Capital

ETFs

New Funds Equity Momentum
Download
New Funds GOVI
Download
New Funds ILBI
Download
New Funds MAPPS Growth
Download
New Funds MAPPS Protect
Download
Satrix ILBI
Download
New Funds S&P GIVI SA Industrial
Download
New Funds S&P GIVI SA Resources
Download
New Funds S&P GIVI Top 50
Download
New Funds Shari’ah Top 40
Download
New Funds SWIX 40
Download
New Funds TRACI
Download
New Gold
Download

Structured Products

All products
Download

Ashburton

ETFs

Ashburton Inflation
Download
Ashburton Midcap
Download
Ashburton Top 40
Download
Ashburton Global 1200 Equity
Download

BNP Paribas

Structured Products

Global Brand Leaders Issue 01
Download
iStoxx Europe Next Dividend Issue 01
Download
Multi Asset CLC (ZAR) Issue 04
Download

Coreshares

ETFs

Coreshares Dividend Aristocrat
Download
Coreshares Equally Weighted Top 40
Download
Coreshares Low Volatility
Download
Coreshares Preftrax
Download
Coreshares Proptrax 10
Download
Coreshares Proptrax SAPY
Download
Coreshares S&P 500
Download
Coreshares Top 50
Download
Coreshares S&P Global Property
Download

Sygnia ITRIX

ETFs

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

Investec

Structured Products

Investec FTS100 Multiplier - Issue 01
Download
Investec Top 40 Wealth Accumulator - Issue 01
Download

Itransact

ETF Portfolios

Cautious ETF Portfolio
Download
Conservative ETF Portfolio
Download
Moderate ETF Portfolio
Download
Growth ETF Portfolio
Download
Aggressive ETF Portfolio
Download

Retirement Annuity

Cautious Retirement Annuity Portfolio
Download
Conservative Retirement Annuity Portfolio
Download
Moderate Retirement Annuity Portfolio
Download
Growth Retirement Annuity Portfolio
Download
Maximum Retirement Annuity Portfolio
Download

Satrix

ETFs

Satrix Top 40
Download
Satrix DIVI
Download
Satrix FINI
Download
Satrix INDI
Download
Satrix RAFI
Download
Satrix ILBI
Download
Satrix RESI
Download
Satrix Property
Download
Satrix SWIX
Download
Satrix S&P 500
Download
Satrix MSCI Emerging Markets
Download
Satrix MSCI World
Download
Satrix Quality South Africa
Download

Societe Generale

Sructured Products

Societe Generale Smart Trend 40 - Issue 01
Download

Stanlib

ETFs

Stanlib Property
Download
Stanlib Swix
Download
Stanlib Top 40
Download

Brochures

ABSA Capital

Brochures

Corporate
Download

Ashburton

Brochures

Corporate
Download

BNP Paribas

Brochure

Corporate
Download

Coreshares

Brochure

Corporate
Download

Sygnia ITRIX

Brochures

Corporate
Download

Itransact

Brochures

Corporate
Download

Satrix

Brochures

Corporate
Download

Stanlib

Brochures

Corporaate
Download

Societe Generale

Brochures

Corporate
Download

Research

South African Exchange Traded Products Review
Download
ETF Performance Comparison
Download
ETF Total Expense Ratios (TER)
Download

Administration Fees

Administration Fee Schedule
Download