Transactions, forms and documents

We are going paperless

You can use your Allan Gray Online account to safely and securely submit instructions. In our move to go paperless, we will be phasing out various forms in the coming months.

There are two routes to invest in Allan Gray unit trusts. You can invest in unit trusts through our online application process.

Forms and documents
Online
Download
Acting on behalf of the investor
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Allan Gray inter-product withdrawal
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Internal transfer instruction
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Security cession notice
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Unit transfer to the Allan Gray Investment Platform
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Joint address declaration
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Namibian collection mandate
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Third-party contributor details
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Download these to familiarise yourself with this product
Online
Download
Terms and conditions (Allan Gray Unit Trust)
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Terms and conditions (Allan Gray Investment Platform)
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Local fund list
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Forms and documents
Online
Download
Acting on behalf of the investor
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Additional contribution from a transferring fund
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in
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Withdrawal
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Retirement notification
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Request for approval of early retirement
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Government Employees Pension Fund transfer details
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SARS simulation request form
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Retirement Funds transfer out instruction
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Declaration of Non-South African tax residency
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Third-party contributor details
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Download these to familiarise yourself with this product
Online
Download
Conditions of membership
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Local fund list
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Forms and documents
Online
Download
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This instruction can only be submitted online using your secure Allan Gray Online account.

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This instruction can only be submitted online using your secure Allan Gray Online account.

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This instruction can only be submitted online using your secure Allan Gray Online account.

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This instruction can only be submitted online using your secure Allan Gray Online account.

Acting on behalf of the investor
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Joint address declaration
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Third-party contributor details
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Download these to familiarise yourself with this product
Online
Download
Tax-Free Investment unit trust list
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Terms and conditions
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Forms and documents
Online
Download
Application
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Application for trusts
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Acting on behalf of the investor
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Additional contribution
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Withdrawal
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Withdrawal for trusts
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in
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SARS simulation request form
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Living Annuity transfer out instruction
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Opt out of the SARS fixed tax rate instruction
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Download these to familiarise yourself with this product
Online
Download
Terms and conditions
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Local fundlist
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Forms and documents
Online
Download
Application
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Acting on behalf of the investor
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in
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Retirement notification
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Withdrawal
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Request for approval of early retirement
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Government Employees Pension Fund transfer details
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SARS simulation request form
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Retirement Funds transfer out instruction
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Declaration of Non-South African tax residency
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Download these to familiarise yourself with this product
Online
Download
Conditions of membership for the Pension Preservation Fund
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Conditions of membership for the Provident Preservation Fund
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Local fund list
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Forms and documents
Online
Download
Acting on behalf of the investor
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Withdrawal
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in
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Outright cession
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Security cession notice
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Joint address declaration
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Namibian collection mandate
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Third-party contributor details
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Download these to familiarise yourself with this product
Online
Download
Terms and conditions
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Local fund list
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Forms and documents
Online
Download
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Withdrawal
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Interproduct withdrawal into the Offshore Endowment
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Internal unit transfer to the Offshore Endowment
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External unit transfer to the Offshore Endowment
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Acting on behalf of the investor
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Beneficiary controller details
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Controller details for legal entities
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Controller details for individuals
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Joint address declaration
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Preferred fee fund
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Single discretionary allowance declaration
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Download these to familiarise yourself with this product
Online
Download
Terms and conditions
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Offshore Endowment fund list
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How to invest in the Allan Gray Offshore Endowment
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Forms and documents
Online
Download
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.

Additional contribution

If you are attending to your own currency conversion or already have foreign currency to invest.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Additional contribution for individual investors (Rands)

If you are using your R1 million offshore allowance and would like Allan Gray to facilitate the currency conversion of your rands into the applicable currency of the unit trust(s) you would like to invest in.

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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Acting on behalf of the investor
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Preferred fee unit trust
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Internal transfer instruction
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Security cession notice
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Joint address declaration
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Single discretionary allowance declaration
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Instruction to transfer money to Allan Gray Investment Services
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Allan Gray Africa Bond Fund declaration
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Download these to familiarise yourself with this product
Online
Download
Terms and conditions
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Offshore fund list
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Forms and documents
Online
Download
Account opening package for individual investors
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Account opening package for legal entities
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Subscription
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Switch
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Transfer
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Joint mandate
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Redemption
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Change of contact details
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Online services
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Download these to familiarise yourself with this product
Online
Download
General information booklet - Orbis funds
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General information booklet - SICAV
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Orbis Global Equity Fund introductory booklet
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Orbis SICAV Emerging Markets Equity Fund introductory booklet
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Orbis SICAV Japan Equity Fund introductory booklet
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Orbis SICAV Global Balanced Fund introductory booklet
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Orbis Optimal SA Fund prospectus
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Forms and documents
Online
Download
Application - Allan Gray Australia Balanced Fund including Product Disclosure Statement
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Application - Allan Gray Australia Equity Fund (Class A) including Product Disclosure Statement
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Application - Allan Gray Australia Equity Fund (Class B) including Product Disclosure Statement
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Application - Allan Gray Australia Stable Fund including Product Disclosure Statement
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Additional Investment
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Redemption
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ID form Companies
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ID form Individual and Sole Traders
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ID form Trust and Trustees
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South African financial adviser registration form
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Download these to familiarise yourself with this product
Online
Download
Product Disclosure Statement - Allan Gray Australia Balanced Fund
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Product Disclosure Statement - Allan Gray Australia Equity Fund (Class A)
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Product Disclosure Statement - Allan Gray Australia Equity Fund (Class B)
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Product Disclosure Statement - Allan Gray Australia Stable Fund
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Information Booklet (to be read in conjunction with the Funds' Product Disclosure Statement)
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Direct debit request service agreement
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Getting your document certified
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Forms and documents
Online
Download
Member exit instruction
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Member transfer instruction
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Umbrella Retirement Fund retirement notification
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Request for approval of early retirement
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Employee admission of liability and acknowledgement of debt
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Request to withhold member benefit
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Portal paypoint and authorised user instruction
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Change in scheme details for the Umbrella Retirement Fund
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SARS simulation request form
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This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Member information update
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Download these to familiarise yourself with this product
Online
Download
Member information booklet
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New joiner information
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Employee retirement benefits: Employer duties
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Terms and conditions
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Approved risk terms and conditions
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Portfolio list
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Umbrella Retirement Fund responsible investing
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Forms and documents
Online
Download
Group Retirement Annuity application
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Acting on behalf of the investor
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Group Retirement Annuity change in contribution/employer
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Group Retirement Annuity system authorised user application
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Employer Registration for the Group Retirement Annuity System
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Download these to familiarise yourself with our fund lists
Online
Download
Local fund list
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Offshore fund list
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Offshore Endowment fund list
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Tax-Free Investment unit trust list
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Umbrella Retirement Fund Investment portfolio list
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Forms and documents
Online
Download
Request for a financial services provider (FSP) contract
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Addition of financial adviser to existing financial services provider contract
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Addition of financial adviser assistant to existing financial services provider contract
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Addition of juristic representative to existing financial services provider contract
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Change in financial services provider/financial adviser/assistant details
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Financial adviser appointment or fee change forms
Online
Download
Financial adviser appointment or fee change
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Offshore Endowment financial adviser appointment or fee change
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Download these to familiarise yourself with the terms and conditions for a financial services provider
Online
Download
Terms and conditions for a financial services provider
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Terms and conditions for a non-residential financial services provider
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Forms and documents
Online
Download
Online- account registration
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Online - application to submit instructions
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Online authorisation - investor
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Online authorisation - adviser
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Online - investor authorisation for financial adviser to submit instructions online
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Joint address declaration
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Understanding the death claims process of retirement funds
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Death claims for retirement funds
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Death Claims - Annexure A
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Death Claims - Annexure B
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Death Claims - Annexure C
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Death Claims - Annexure D
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Death Claims - Annexure E
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Death Claims – Annexure F
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SARS tax simulation request – death benefit due to beneficiaries
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Lump sum payments and tax directives
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Withholding tax annexure
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Opt out of the SARS fixed tax rate instruction
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Third-party contributor annexure
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Select a site

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.