Products

Index Tracker Funds

New business (Individual)

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New business (Legal Entity)

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Additional investment

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Withdrawal

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Debit order amendment

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Switch

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Transfer to another provider

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Transfer to another investor

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Regular Withdrawal

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Terms and conditions

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Managed Portfolios

New business (Individual)

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New business (Legal Entity)

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Additional investment

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Withdrawal

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Debit order amendment

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Switch

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Transfer to another investor

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Terms and conditions (Administrator)

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Terms and conditions (Investment manager)

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Retirement Annuity

New business

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Additional investment

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Withdrawal

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Debit order amendment

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Switch

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Retirement notification

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Conditions of membership

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Fund rules

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Regulator approval

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Annual advisor fee revision

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Transfer Out

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Preservation Pension Fund

New business

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Withdrawal

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Switch

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Retirement notification

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Conditions of membership

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Fund rules

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Regulator approval

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Transfer Out

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Living Annuity

New business

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Switch

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Terms & conditions

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Endowment Policy (Guardrisk)

New business (Individuals)

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New business (Legal entities)

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Terms and conditions

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Withdrawal

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Endowment Policy (Workers Life Assurance)

New business (Individuals)

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Terms and conditions

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Structured Product (Note)

New business (Individual)

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New business (Legal Entity)

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Terms and conditions

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Withdrawal

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Tax Free Savings Account

New business

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Additional investment

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Withdrawal

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Debit order amendment

Download
Switch

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Transfer

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Terms and conditions

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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)

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Additional investment

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Withdrawal

Download
Switch

Download
Terms and conditions

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Fund Linked Note

New Business (Individual)

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New Business (Legal Entity)

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Additional investment

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Withdrawal

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Terms and conditions

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Other Forms

Acting on behalf of an investor

Acting on behalf of an investor - Individual

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Acting on behalf of an investor - Legal entity

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Apply for a FSP contract with Itransact

FSP application form (Itransact)

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FSP application form (Guardrisk Life Insurance)

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FSP application form (Workers Life Assurance)

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FSP application checklist

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FSP representative application form

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Beneficiary Nomination

Beneficiary Nomination Form

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Declarations

Declaration of earnings below tax threshold

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FICA (Financial Intelligence & Crime Act)

FICA (Individual)

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FICA (Legal Entity)

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Proof of residence (Affidavit)

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Section 14 Transfers for Retirement Annuities

Investor letter of instruction

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Section 14 transfer notice

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Form H

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Form J

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Recognition of transfer (ROT)

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Withholding Tax

Withholding tax on interest declaration

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FSCA motivation letter template to add product categories

FSCA motivation letter template to add product categories

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