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
- Application for legal entities
- Acting on behalf of the investor
- Additional contribution
- Switch
- Preferred fee unit trust
- Withdrawal
- Security cession notice
- Joint address 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