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Find all the forms, tools and documents you need to start or manage your relationship with us.
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Click on the download links below to access all investment, transaction and amendment forms.
All unit trust forms tagged “Going digital” in the table below have been phased out as part of our journey to becoming paperless. These forms have been replaced by our improved digital process. Click here to learn more.
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Local Unit Trust Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Tax-Free Savings Account Transfer Request Form |  | |
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| Additional investment form: Unit Trust: Legal Entities | | |
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| Additional investment form: Unit Trust | Sign in | |
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| Application Form: Tax-Free Savings Account Investment | Sign in | |
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| Application Form: Unit Trust - Institutional | | |
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| Application Form: Unit Trusts (Individuals) | Sign in | |
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| Application Form: Unit Trusts (Legal Entities) | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Dividends Tax Form: Reduced Rates | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Interest Tax Form: Reduced Rates | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| FATCA/CRS Business Requirements Annexure | | |
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| FICA Update Form – Unit Trusts (Individuals) | | |
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| Unit Trust Investment Internet Bank Linking Form | Sign in | | |
| Notification of cession | | |
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| Interest Tax Form: Reduced Rate | | |
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| Interest Tax Form: Exemption from Tax | | |
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| FATCA/CRS Self-Certification Declaration For an Individual | | |
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| Change of details: Unit Trust | Sign in | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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| Appointment of Authorised Signatories: Unit trust | | |
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| Dividends Tax Form: Reduced Rates | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Confirmation of residential address: Unit trust | | |
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| Client consent to obtain Financial information: Unit trust | | |
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| Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | | |
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| Change of details: Unit Trust: Legal Entities | | |
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| Beneficial Owner and Related Party: Unit Trusts | | |
View Adviser Forms
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|
Switches & Transfers
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Unit Trust investment Switch | Sign in | |
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| Unit Trust Investment Transfer Form | | |
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| Unit trust investment switch: Legal entities | | |
View Terms and Conditions
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Unit Trust Terms & Conditions | Sign in | | |
Withdraw
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Withdrawal Form: Fundisa | | |
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| Withdrawal Form: Tax Free Savings Account | Sign in | |
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| Withdrawal Form: Unit Trusts | Sign in | |
All
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Unit Trust Terms & Conditions | Sign in | | |
| Interest Tax Form: Reduced Rate | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Notification of cession | | |
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| Financial Adviser Detail Form | | |
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| Financial Adviser Appointment/Advice Fee Change | | |
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| Financial Adviser Agreement | | |
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| FATCA/CRS Self-Certification Declaration For an Individual | | |
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| Change of details: Unit Trust | Sign in | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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| FATCA/CRS Business Requirements Annexure | | |
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| Dividends Tax Form: Reduced Rates | | |
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| Tax-Free Savings Account Transfer Request Form | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Unit Trust Investment Internet Bank Linking Form | Sign in | | |
| Unit Trust investment Switch | Sign in | |
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| Confirmation of residential address: Unit trust | | |
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| Client consent to obtain Financial information: Unit trust | | |
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| Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | | |
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| Change of details: Unit Trust: Legal Entities | | |
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| Brokerage Checklist | | |
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| Beneficial Owner and Related Party: Unit Trusts | | |
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| Appointment of Authorised Signatories: Unit trust | | |
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| Withdrawal Form: Fundisa | | |
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| Withdrawal Form: Tax Free Savings Account | Sign in | |
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| Withdrawal Form: Unit Trusts | Sign in | |
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| FICA Update Form – Unit Trusts (Individuals) | | |
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| Unit Trust Investment Transfer Form | | |
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| Unit trust investment switch: Legal entities | | |
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| Additional investment form: Unit Trust | Sign in | |
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| Additional investment form: Unit Trust: Legal Entities | | |
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| Application Form: Tax-Free Savings Account Investment | Sign in | |
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| Application Form: Unit Trust - Institutional | | |
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| Application Form: Unit Trusts (Individuals) | Sign in | |
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| Application Form: Unit Trusts (Legal Entities) | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Dividends Tax Form: Reduced Rates | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Interest Tax Form: Reduced Rates | | |
Show detail
Offshore Unit Trust Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Application Form Checklist: Individuals | | |
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| Application Form: STANLIB Offshore Funds Individuals | | |
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| Telegraphic transfer - Euro | | |
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| Telegraphic transfer - Sterling | | |
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| Telegraphic transfer - US Dollar | | |
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| Application Form: STANLIB Offshore Funds Legal Entities | | |
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| Additional Investment Form: Offshore | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| CRS Individual Self Certification Form: Offshore | | |
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| STANLIB Offshore Funds Electronic Indemnity Form | | |
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| Change of details: Offshore Unit trust | | |
Switch Portfolios
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| STANLIB Offshore Funds Switch Form | | |
Withdraw
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Withdrawal Form: Offshore | | |
All
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| CRS Individual Self Certification Form: Offshore | | |
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| Application Form Checklist: Individuals | | |
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| Application Form: STANLIB Offshore Funds Individuals | | |
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| STANLIB Offshore Funds Electronic Indemnity Form | | |
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| STANLIB Offshore Funds Switch Form | | |
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| Telegraphic transfer - Euro | | |
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| Telegraphic transfer - Sterling | | |
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| Telegraphic transfer - US Dollar | | |
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| STANLIB Offshore Unit Trusts Prospectus | | |
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| Application Form: STANLIB Offshore Funds Legal Entities | | |
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| Withdrawal Form: Offshore | | |
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| Change of details: Offshore Unit trust | | |
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| Additional Investment Form: Offshore | | |
Show details
STANLIB Platform Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| STANLIB Investments Risk Questionnaire | | |
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| Special Power of Attorney | | |
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| Risk Profile Analyser | | |
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| INN8 Model Mandate | | |
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| STANLIB Asset Management Model Portfolio Mandate: Linked Investments | | |
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| Classic Linked Life Annuity | | |
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| Classic Investment Plan application form - Legal entities | | |
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| Classic Retirement Product application form | | |
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| Additional investment form | | |
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| Linked Investment Tax free Savings Plan application form | | |
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| Appointment of Authorised Signatories | | |
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| Classic Investment Plan application form - Individuals | | |
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| Confirmation of Residential Address | | |
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| Declaration by Government Employee Pension Fund (GEPF): Transfers to Classic Retirement Annuity Fund | | |
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| Declaration by Government Employee Pension Fund (GEPF): Transfers to Preservation Pension Plan | | |
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| Direct Unit Trust Transfer Form | | |
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| Dividend Tax: Exemption application | | |
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| Dividend Tax: Reduced Rate application | | |
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| FICA and Business Requirements Annexure | | |
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| Income Tax on Interest: Exemption application | | |
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| Income Tax on Interest: Reduced Rate application | | |
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| Liberty Living Annuity: Additional Investment Form | | |
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| Liberty Living Annuity: Application For Liberty Flexible/Living Annuity Transfer | | |
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| Liberty Living Annuity: New Business Investment Form | | |
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| Liberty Living Annuity: Transfer Form | | |
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| Related Party Annexure: Individuals | | |
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| Related Party Annexure: Legal Entities | | |
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| Transfer form | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Income Tax on Interest: Reduced Rate application | | |
|
| Notification of cession | | |
|
| Special Power of attorney | | |
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| Related Party Annexure: Legal Entities | | |
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| Related Party Annexure: Individuals | | |
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| Liberty Living Annuity: Related Party Annexure: Individual | | |
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| Liberty Living Annuity: Related Party Annexure: Entity | | |
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| Liberty Living Annuity: Change of Financial Adviser | | |
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| Liberty Living Annuity: Client Consent to Obtain Financial Information | | |
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| Liberty Living Annuity: Comprehensive Change of Details | | |
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| Liberty Living Annuity: Add or Remove Guarantee | | |
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| Income Tax on Interest: Exemption application | | |
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| FICA and Business Requirements Annexure | | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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| Change of Personal Details form | | |
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| Liberty Living Annuity: Change of Personal Details form | | |
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| Liberty Living Annuity: Add or Update the Income Enhancer Benefit | | |
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| Liberty Living Annuity: Update of Annual Platform Service Charge | | |
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| Comprehensive Change of Details: (including Classic International Investment Plan (Offshore)) | | |
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| Change of Financial adviser | | |
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| Acting on behalf of a minor | | |
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| Appointment of Authorised Signatories | | |
|
| Client consent to obtain Financial information | | |
|
| Confirmation of residential address | | |
|
| Dividend Tax: Exemption application | | |
|
| Dividend Tax: Reduced Rate application | | |
|
| FATCA/CRS and Business Requirements Annexure LISP | | |
View Adviser Forms
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Brokerage Checklist | | |
|
| Financial Adviser Agreement | | |
|
| Financial Adviser Detail Form | | |
Switch Portfolios
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Liberty Living Annuity: Switch Form | | |
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| Switch Instruction Form | | |
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| Switch Instruction Form: Classic International Investment Plan | | |
View Terms and Conditions
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Liberty Living Annuity: Terms and Conditions | | |
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| Linked Investments Tax-Free Savings Plan: Terms & Conditions | | |
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| Platform Fee Information | | |
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| STANLIB Classic Investment Plan: Terms and Conditions | | |
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| STANLIB Classic Linked Life Annuity: Terms and Conditions | | |
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| STANLIB Classic Preservation Pension Plan: Information Document | | |
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| STANLIB Classic Preservation Provident Plan: Information Document | | |
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| STANLIB Classic Retirement Annuity Fund: Information Document | | |
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| Platform: Investment Portfolio Information | | |
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| Platform: Terms and Conditions | | |
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| Liberty Living Annuity: Approved Fund List Brochure | | |
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| Liberty Living Annuity: Principles and Practices of Financial Management (PPFM) | |
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Withdraw
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Liberty Living Annuity: Annuity Commutation Form | | |
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| Withdrawal Form: Classic International Investment Plan | | |
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| Commutation Form: Classic Linked Life Annuity | | |
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| Withdrawal form: Discretionary products (CIP, TFSA, ML & MV) | | |
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| Withdrawal Form: Retirement Products | | |
Submit Death or Disability Claim
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Annexure A Statement of a close friend | | |
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| Annexure B Declaration of dependency | | |
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| Annexure C Declaration of non-dependency | | |
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| Classic Retirement Products: Disability claim form | | |
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| Declaration of Dependency | | |
All
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Risk Profile Analyser | | |
|
| STANLIB Classic Linked Life Annuity: Terms and Conditions | | |
|
| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
|
| FICA and Business Requirements Annexure | | |
|
| STANLIB Classic Investment Plan: Terms and Conditions | | |
|
| Income Tax on Interest: Exemption application | | |
|
| Financial Adviser Agreement | | |
|
| Financial Adviser Detail Form | | |
|
| Special Power of attorney | | |
|
| Income Tax on Interest: Reduced Rate application | | |
|
| Special Power of Attorney | | |
|
| Liberty Living Annuity: Add or Remove Guarantee | | |
|
| Liberty Living Annuity: Comprehensive Change of Details | | |
|
| STANLIB Classic Preservation Pension Plan: Information Document | | |
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| Liberty Living Annuity: Annuity Commutation Form | | |
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| Related Party Annexure: Legal Entities | | |
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| Liberty Living Annuity: Client Consent to Obtain Financial Information | | |
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| Liberty Living Annuity: Change of Financial Adviser | | |
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| Liberty Living Annuity: Related Party Annexure: Entity | | |
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| Related Party Annexure: Individuals | | |
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| Liberty Living Annuity: Related Party Annexure: Individual | | |
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| Liberty Living Annuity: Switch Form | | |
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| Liberty Living Annuity: Terms and Conditions | | |
|
| Platform Fee Information | | |
|
| Linked Investments Tax-Free Savings Plan: Terms & Conditions | | |
|
| STANLIB Classic Preservation Provident Plan: Information Document | | |
|
| Liberty Living Annuity: Update of Annual Platform Service Charge | | |
|
| Liberty Living Annuity: Add or Update the Income Enhancer Benefit | | |
|
| Annexure A Statement of a close friend | | |
|
| Annexure B Declaration of dependency | | |
|
| Annexure C Declaration of non-dependency | | |
|
| Liberty Living Annuity: Change of Personal Details form | | |
|
| Brokerage Checklist | | |
|
| Change of Personal Details form | | |
|
| Comprehensive Change of Details: (including Classic International Investment Plan (Offshore)) | | |
|
| Notification of cession | | |
|
| Withdrawal Form: Retirement Products | | |
|
| Withdrawal form: Discretionary products (CIP, TFSA, ML & MV) | | |
|
| Commutation Form: Classic Linked Life Annuity | | |
|
| Withdrawal Form: Classic International Investment Plan | | |
|
| Classic Retirement Products: Disability claim form | | |
|
| Switch Instruction Form: Classic International Investment Plan | | |
|
| Switch Instruction Form | | |
|
| Platform: Terms and Conditions | | |
|
| Platform: Investment Portfolio Information | | |
|
| STANLIB Investments Risk Questionnaire | | |
|
| STANLIB Classic Retirement Annuity Fund: Information Document | | |
|
| Declaration of Dependency | | |
|
| INN8 Model Mandate | | |
|
| Liberty Living Annuity: Approved Fund List Brochure | | |
|
| Change of Financial adviser | | |
|
| Classic Linked Life Annuity | | |
|
| STANLIB Asset Management Model Portfolio Mandate: Linked Investments | | |
|
| Acting on behalf of a minor | | |
|
| Classic Investment Plan application form - Legal entities | | |
|
| Classic Retirement Product application form | | |
|
| Appointment of Authorised Signatories | | |
|
| Additional investment form | | |
|
| Client consent to obtain Financial information | | |
|
| Linked Investment Tax free Savings Plan application form | | |
|
| Confirmation of residential address | | |
|
| Dividend Tax: Exemption application | | |
|
| Dividend Tax: Reduced Rate application | | |
|
| Appointment of Authorised Signatories | | |
|
| Classic Investment Plan application form - Individuals | | |
|
| Confirmation of Residential Address | | |
|
| Declaration by Government Employee Pension Fund (GEPF): Transfers to Classic Retirement Annuity Fund | | |
|
| Declaration by Government Employee Pension Fund (GEPF): Transfers to Preservation Pension Plan | | |
|
| Direct Unit Trust Transfer Form | | |
|
| Dividend Tax: Exemption application | | |
|
| Dividend Tax: Reduced Rate application | | |
|
| FICA and Business Requirements Annexure | | |
|
| FATCA/CRS and Business Requirements Annexure LISP | | |
|
| Income Tax on Interest: Exemption application | | |
|
| Income Tax on Interest: Reduced Rate application | | |
|
| Liberty Living Annuity: Additional Investment Form | | |
|
| Liberty Living Annuity: Application For Liberty Flexible/Living Annuity Transfer | | |
|
| Liberty Living Annuity: New Business Investment Form | | |
|
| Liberty Living Annuity: Transfer Form | | |
|
| Related Party Annexure: Individuals | | |
|
| Related Party Annexure: Legal Entities | | |
|
| Transfer form | | |
|
| Liberty Living Annuity: Principles and Practices of Financial Management (PPFM) | |
|
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