Application Forms

Investment Products

Index Funds

New business

Download
Additional investment

Download
Repurchase

Download
Debit order amendment

Download
Switch

Download
CSDP transfer

Download
Transfer

Download
Terms and conditions

Download

Index Fund 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
Switch

Download
Transfer

Download
Terms and conditions

Download

Retirement Products

Retirement Annuity

New business

Download
Additional investment

Download
Withdrawal

Download
Debit order amendment

Download
Switch

Download
Retirement notification

Download
Conditions of membership

Download
Retirement annuity fund rules

Download
Regulator approval

Download

Preservation Pension Fund

New business

Download
Withdrawal

Download
Switch

Download
Retirement notification

Download
Conditions of membership

Download
Preservation fund rules

Download

Living Annuity

New business

Download
Switch

Download
Terms and conditions

Download

Structured Products

Structured Note (Individuals, trusts & companies)

New business

Download
Terms and conditions

Download
Withdrawal Form

Download

Endowment (Individuals & trusts)

New business

Download
Terms & conditions

Download
Withdrawl/surrender

Download

Other Forms

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
FSP declaration of earnings

Download

Directive 135 for Living Annuities

Transfer into Itransact

Download
Transfer out of Itransact

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

Fact Sheets

Absa

ETFs

New Funds Volatility Managed High Growth Equity

Download
New Funds Volatility Managed Moderate Equity

Download
New Funds Volatility Managed Defensive Equity

Download
New Funds Value Equity

Download
New Funds Low Volatility

Download
New Funds Equity Momentum

Download
New Funds GOVI

Download
New Funds ILBI

Download
New Funds MAPPS Growth

Download
New Funds MAPPS Protect

Download
New Funds S&P GIVI SA Financial

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
Absa NewSA Index

Download

Structured Products

All products

Download

Ashburton

ETFs

Ashburton World Goverment Bond

Download
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
Multi Asset CLC (USD) Issue 04

Download

Cloud Atlas

ETFs

AMI Big 50 ex-Africa ETF

Download
Cloud Atlas Real Estate ex-Africa

Download

Coreshares

ETFs

Coreshares S&P Global Dividend

Download
Coreshares Dividend Aristocrat

Download
Coreshares SciBeta

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

Efficient

ETN

Efficient EFPC Global Equity Note

Download

Sygnia ITRIX

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

Investec

Structured Products

Investec Top 40 Wealth Accumulator - Issue 01

Download

Itransact

Investment Portfolios

Cautious

Download
Conservative

Download
Moderate

Download
Growth

Download
International

Download
Satrix Moderate

Download

Retirement Annuity

Cautious (Reg 28)

Download
Conservative (Reg 28)

Download
Moderate (Reg 28)

Download
Growth (Reg 28)

Download
Satrix Moderate (Reg 28)

Download

Preservation Fund

Conservative (Reg 28)

Download
Cautious (Reg 28)

Download
Moderate (Reg 28)

Download
Growth (Reg 28)

Download

Living Annuity

Cautious

Download
Conservative

Download
Moderate

Download
Growth

Download
International

Download
Cautious (Reg 28)

Download
Conservative (Reg 28)

Download
Moderate (Reg 28)

Download
Growth (Reg 28)

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
Satrix Nasdaq 100

Download

Societe Generale

Structured Products

Societe Generale Smart Trend 40 - Issue 01

Download

Stanlib

ETFs

Stanlib S&P 500 Info Tech Index Feeder

Download
Stanlib S&P 500 Index Feeder

Download
Stanlib MSCI World Index Feeder

Download
Stanlib Global REIT Index Feeder

Download
Stanlib Global Goverment Index Feeder

Download
Stanlib Property

Download
Stanlib Swix

Download
Stanlib Top 40

Download

Brochures