Forms and documents

• 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
• Allan Gray Bond Fund declaration

Download these to familiarise yourself with this product

• Terms and conditions
• Offshore fund list

• 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 SICAV 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

• 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 Equity Fund (Class B) including Product Disclosure Statement
• Application - Allan Gray Australia Stable Fund including Product Disclosure Statement
• Additional Investment
• Redemption
• 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 Equity Fund (Class B)
• 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