Forms and documents
Unit Trust
There are two routes to invest in Allan Gray unit trusts. Click here to learn more.
You can also invest in Unit Trusts online.
- Application for individual investors (Allan Gray Unit Trust)
- Application for individual investors (Allan Gray Investment Platform)
- Application for legal entities (Allan Gray Unit Trust)
- Application for legal entities (Allan Gray Investment Platform)
- Acting on behalf of the investor
- Additional contribution
- Debit order
- Phase-in
- Switch
- Withdrawal
- Internal transfer instruction
- Security cession notice
- Unit transfer to the Allan Gray Investment Platform
- Joint address declaration
- Rebalance instruction
Download these to familiarise yourself with this product
Allan Gray Retirement Annuity Fund
- Application
- Acting on behalf of the investor
- Additional contribution
- Debit order
- Switch
- Rebalance instruction
- Phase-in
- Withdrawal
- Retirement notification
- Change in details of nominees for retirement funds
- Request for approval of early retirement
- Annual Fee renewal instruction
- Government Employees Pension Fund transfer details
- SARS simulation request form
- Retirement Funds transfer out instruction
Download these to familiarise yourself with this product
Allan Gray Tax-Free Investment Account
You can only invest in this product online. Click here to start the process.
- Change in details of beneficiaries for the Allan Gray Tax-Free Investment
- Tax-Free Investment withdrawal instruction
- Acting on behalf of the investor
- Change in investor details
- Joint address declaration
Download these to familiarise yourself with this product
Living Annuity
- Application
- Acting on behalf of the investor
- Additional contribution
- Withdrawal
- Switch
- Phase-in
- Change in details of beneficiary
- SARS simulation request form
- Living Annuity transfer out instruction
Download these to familiarise yourself with this product
Allan Gray Pension and Provident Preservation Funds
- Phase-in
- Application
- Acting on behalf of the investor
- Switch
- Rebalance instruction
- Withdrawal
- Retirement notification
- Change in details of nominees for retirement funds
- Request for approval of early retirement
- Government Employees Pension Fund transfer details
- SARS simulation request form
- Retirement Funds transfer out instruction
Download these to familiarise yourself with this product
Endowment
- Application for individual investors
- Application for legal entities
- Acting on behalf of the investor
- Additional contribution
- Debit order
- Withdrawal
- Switch
- Phase-in
- Outright cession
- Security cession notice
- Change in details of beneficiaries
- Joint address declaration
Download these to familiarise yourself with this product
Offshore
Offshore via Allan Gray Investment Platform
- Application for individual investors Complete this form if you are attending to your own currency conversion or already have foreign currency to invest.
- Application for individual investors (Rands) Complete this form if you are using your R1 million offshore allowance and would like Allan Gray to facilitate the conversion of your rands into the applicable currency of the unit trust(s) you would like to invest in.
- Application for legal entities
- Additional contribution Complete this form if you are attending to your own currency conversion or already have foreign currency to invest.
- Additional contribution for individual investors (Rands) Complete this form if you are using your R1 million offshore allowance and would like Allan Gray to facilitate the conversion of your rands into the applicable currency of the unit trust(s) you would like to invest in.
- Acting on behalf of the investor
- Switch
- Preferred fee unit trust
- Withdrawal
- Security cession notice
- Joint address declaration
- Single discretionary allowance declaration
- Instruction to transfer money to Allan Gray Investment Services
- Africa ex-SA Bond Fund declaration
Download these to familiarise yourself with this product
Investing offshore directly with Orbis
- Account opening package for individual investors
- Account opening package for legal entities
- Subscription
- Switch
- Transfer
- Joint mandate
- Redemption
- Change of contact details
- Online services
Download these to familiarise yourself with this product
- General information booklet - Orbis funds
- General information booklet - SICAV
- Orbis Global Equity Fund introductory booklet
- Orbis Emerging Markets Equity Fund introductory booklet
- Orbis SICAV Japan Equity Fund introductory booklet
- Orbis SICAV Global Balanced Fund introductory booklet
- Orbis Optimal SA Fund prospectus
Investing offshore directly with Allan Gray Australia
- Application - Allan Gray Australia Balanced Fund including Product Disclosure Statement
- Application - Allan Gray Australia Equity Fund (Class A) including Product Disclosure Statement
- Application - Allan Gray Australia Stable Fund including Product Disclosure Statement
- Additional Investment
- Redemption
- Switch
- ID form Companies
- ID form Individual and Sole Traders
- ID form Trust and Trustees
- South African financial adviser registration form
Download these to familiarise yourself with this product
- Product Disclosure Statement - Allan Gray Australia Balanced Fund
- Product Disclosure Statement - Allan Gray Australia Equity Fund (Class A)
- Product Disclosure Statement - Allan Gray Australia Stable Fund
- Information Booklet (to be read in conjunction with the Funds' Product Disclosure Statement)
- Direct debit request service agreement
- Getting your document certified
Allan Gray Umbrella Retirement Fund
- Member exit instruction
- Member transfer instruction
- Retirement notification
- Change in details of nominees for retirement funds
- Request for approval of early retirement
- Employee admission of liability and acknowledgement of debt
- Request to withhold member benefit
- Portal paypoint and authorised user instruction
- Change in scheme details for the Umbrella Retirement Fund
- SARS simulation request form
- Member switch instruction
Download these to familiarise yourself with this product
- Application for a Financial Services Provider contract
- Application for a Financial Services Provider contract (Non-resident)
- Addition of financial adviser to existing Financial Services Provider contract
- Addition of financial adviser assistant to existing Financial Services Provider contract
- Addition of Juristic Representative to existing Financial Services Provider Contract
- Change in Financial Services Provider/financial adviser/assistant details
- Financial adviser appointment / fee change
- Change in investor details for individual investors
- Change in investor details for legal entities
- Change in tax details for individual investors
- Change in tax details for legal entities
- Online - account application
- Online - application to submit instructions
- Online authorisation - investor
- Online authorisation - adviser
- Online - investor authorisation for financial adviser to submit instructions online
- Joint address declaration
- Understanding the death claims process of retirement funds
- Death claims for retirement funds
- Death Claims - Annexure A
- Death Claims - Annexure B
- Death Claims - Annexure C
- Death Claims - Annexure D
- Death Claims - Annexure E
- Lump sum payments and tax directives
- Withholding tax annexure
- Bank account details