Get a statement or tax certificate

You can securely view your most recent statement and tax certificate, or select a specific date range you would like to view, on your online account. Not sure if you have an online account

Please follow these steps:

1. Log in to your online account.

2. Click on the Investment Reports button, and choose to either get a statement summary or a detailed transaction history as a menu item.

3. Select your date range at the top, choose your account and click 'Go'.

4. Click download to either view the document in a PDF or Excel format on the top right-hand icons.

We also conveniently send your quarterly statement(s) and tax certificate(s) to your email or postal address on record.  

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The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.