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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 These forms have been replaced by our improved digital process.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.
Show detail
Local Unit Trust Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Additional investment form: Unit Trust | Sign in  | |
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| Additional investment form: Unit Trust: Legal Entities | | |
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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 | | |
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| Tax-Free Savings Account Transfer Request Form | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Annexure A form : Beneficial Owner/ Related Party/ Authorized Signatory | | |
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| Change of details: Unit Trust | | |
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| Change of details: Unit Trust: Legal Entities | | |
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| Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | | |
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| Client consent to obtain Financial information: Unit trust | | |
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| Confirmation of residential address: Unit trust | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Dividends Tax Form: Reduced Rates | | |
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| FATCA/CRS Business Requirements Annexure | | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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| FATCA/CRS Self-Certification Declaration For an Individual | | |
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| FICA Update Form – Unit Trusts (Individuals) | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Interest Tax Form: Reduced Rate | | |
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| Notification of cession | | |
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| Unit Trust Investment Internet Bank Linking Form | Sign in | | |
View Adviser Forms
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|
Switches & Transfers
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Switch/Transfer Form | | |
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| Unit Trust investment Switch | Sign in | |
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| Unit trust investment switch: Legal entities | | |
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| Unit Trust Investment Transfer Form | | |
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: Tax Free Savings Account | Sign in | |
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| Withdrawal Form: Unit Trusts | Sign in | |
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| Withdrawal Form: Unit Trusts | | |
All
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Additional investment form: Unit Trust | Sign in | |
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| Additional investment form: Unit Trust: Legal Entities | | |
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| Additional investment form: Unit Trust: Legal Entities | | |
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| Annexure A form : Beneficial Owner/ Related Party/ Authorized Signatory | | |
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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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| Brokerage Checklist | | |
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| Change of details: Unit Trust | | |
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| Change of details: Unit Trust: Legal Entities | | |
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| Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | | |
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| Client consent to obtain Financial information: Unit trust | | |
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| Confirmation of residential address: Unit trust | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Dividends Tax Form: Exemption from tax | | |
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| Dividends Tax Form: Reduced Rates | | |
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| Dividends Tax Form: Reduced Rates | | |
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| FATCA/CRS Business Requirements Annexure | | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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| FATCA/CRS Self-Certification Declaration For an Individual | | |
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| FICA Update Form – Unit Trusts (Individuals) | | |
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| Financial Adviser Agreement | | |
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| Financial Adviser Appointment/Advice Fee Change | | |
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| Financial Adviser Detail Form | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Interest Tax Form: Exemption from Tax | | |
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| Interest Tax Form: Reduced Rate | | |
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| Interest Tax Form: Reduced Rates | | |
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| Notification of cession | | |
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| Switch/Transfer Form | | |
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| Tax-Free Savings Account Transfer Request Form | | |
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| Unit Trust Investment Internet Bank Linking Form | Sign in | | |
| Unit Trust investment Switch | Sign in | |
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| Unit trust investment switch: Legal entities | | |
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| Unit Trust Investment Transfer Form | | |
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| Unit Trust Terms & Conditions | Sign in | | |
| Withdrawal Form: Tax Free Savings Account | Sign in | |
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| Withdrawal Form: Unit Trusts | Sign in | |
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| Withdrawal Form: Unit Trusts | | |
Show detail
Offshore Unit Trust Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Additional Investment Form: Offshore | | |
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| Application Form Checklist: Individuals | | |
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| Application Form: STANLIB Offshore Funds Individuals | | |
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| Application Form: STANLIB Offshore Funds Legal Entities | | |
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| Telegraphic transfer - Euro | | |
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| Telegraphic transfer - Sterling | | |
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| Telegraphic transfer - US Dollar | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Change of details: Offshore Unit trust | | |
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| CRS Individual Self Certification Form: Offshore | | |
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| STANLIB Offshore Funds Electronic Indemnity Form | | |
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 |
|---|---|---|---|
| Additional Investment Form: Offshore | | |
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| Application Form Checklist: Individuals | | |
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| Application Form: STANLIB Offshore Funds Individuals | | |
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| Application Form: STANLIB Offshore Funds Legal Entities | | |
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| Change of details: Offshore Unit trust | | |
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| CRS Individual Self Certification Form: Offshore | | |
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| STANLIB Offshore Funds Electronic Indemnity Form | | |
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| STANLIB Offshore Funds Switch Form | | |
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| STANLIB Offshore Unit Trusts Prospectus | | |
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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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| Withdrawal Form: Offshore | | |
Show details
STANLIB Platform Forms
Invest
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Additional investment form | | |
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| Appointment of Authorised Signatories | | |
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| Classic Investment Plan application form - Individuals | | |
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| Classic Investment Plan application form - Legal entities | | |
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| Classic Investment Plan ENTITY Non-GoalStandard Investment Application form | | |
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| Classic Investment Plan INDIVIDUAL Non-GoalStandard Investment Application form | | |
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| Classic Linked Life Annuity | | |
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| Classic Retirement Product application form | | |
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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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| INN8 Model Mandate | | |
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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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| Linked Investment Tax free Savings Plan application form | | |
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| Linked Investments Tax-Free Savings Plan Non-GoalStandard Application form | | |
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| Related Party Annexure: Individuals | | |
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| Related Party Annexure: Legal Entities | | |
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| Risk Profile Analyser | | |
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| Special Power of Attorney | | |
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| STANLIB Asset Management Model Portfolio Mandate: Linked Investments | | |
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| STANLIB Investments Risk Questionnaire | | |
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| Transfer form | | |
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| Two Pot Opt In | | |
Update my details
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Acting on behalf of a minor | | |
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| Appointment of Authorised Signatories | | |
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| Change of Financial adviser | | |
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| Change of Personal Details form | | |
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| Client consent to obtain Financial information | | |
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| Comprehensive Change of Details: (including Classic International Investment Plan (Offshore)) | | |
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| Confirmation of residential address | | |
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| Dividend Tax: Exemption application | | |
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| Dividend Tax: Reduced Rate application | | |
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| FATCA/CRS and Business Requirements Annexure LISP | | |
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| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
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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: Add or Remove Guarantee | | |
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| Liberty Living Annuity: Add or Update the Income Enhancer Benefit | | |
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| Liberty Living Annuity: Change of Financial Adviser | | |
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| Liberty Living Annuity: Change of Personal Details form | | |
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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: Related Party Annexure: Entity | | |
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| Liberty Living Annuity: Related Party Annexure: Individual | | |
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| Liberty Living Annuity: Update of Annual Platform Service Charge | | |
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| Notification of cession | | |
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| Related Party Annexure: Individuals | | |
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| Related Party Annexure: Legal Entities | | |
|
| Special Power of attorney | | |
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 | | |
|
| Switch Instruction Form | | |
|
| Switch Instruction Form: Classic International Investment Plan | | |
View Terms and Conditions
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Liberty Living Annuity: Approved Fund List Brochure | | |
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| 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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| Platform: Investment Portfolio Information | | |
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| Platform: Terms and Conditions | | |
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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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| Liberty Living Annuity: Principles and Practices of Financial Management (PPFM) | |
|
Withdraw
| FORM NAME | CONTINUE ONLINE | DOWNLOAD | SEND EMAIL |
|---|---|---|---|
| Claim Form for Individual Beneficiaries | | |
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| Claim Form for Individual Beneficiaries – Liberty | | |
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| Claim Form for Trust Beneficiaries | | |
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| Claim Form for Trust Beneficiaries – Liberty | | |
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| Commutation Form: Classic Linked Life Annuity | | |
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| Liberty Living Annuity: Annuity Commutation Form | | |
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| Withdrawal Form: Classic International Investment Plan | | |
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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 |
|---|---|---|---|
| Acting on behalf of a minor | | |
|
| Additional investment form | | |
|
| Annexure A Statement of a close friend | | |
|
| Annexure B Declaration of dependency | | |
|
| Annexure C Declaration of non-dependency | | |
|
| Appointment of Authorised Signatories | | |
|
| Appointment of Authorised Signatories | | |
|
| Brokerage Checklist | | |
|
| Change of Financial adviser | | |
|
| Change of Personal Details form | | |
|
| Claim Form for Individual Beneficiaries | | |
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| Claim Form for Individual Beneficiaries – Liberty | | |
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| Claim Form for Trust Beneficiaries | | |
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| Claim Form for Trust Beneficiaries – Liberty | | |
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| Classic Investment Plan application form - Individuals | | |
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| Classic Investment Plan application form - Legal entities | | |
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| Classic Investment Plan ENTITY Non-GoalStandard Investment Application form | | |
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| Classic Investment Plan INDIVIDUAL Non-GoalStandard Investment Application form | | |
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| Classic Linked Life Annuity | | |
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| Classic Retirement Product application form | | |
|
| Classic Retirement Products: Disability claim form | | |
|
| Client consent to obtain Financial information | | |
|
| Commutation Form: Classic Linked Life Annuity | | |
|
| Comprehensive Change of Details: (including Classic International Investment Plan (Offshore)) | | |
|
| Confirmation of residential address | | |
|
| 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 | | |
|
| Declaration of Dependency | | |
|
| Direct Unit Trust Transfer Form | | |
|
| Dividend Tax: Exemption application | | |
|
| Dividend Tax: Exemption application | | |
|
| Dividend Tax: Reduced Rate application | | |
|
| Dividend Tax: Reduced Rate application | | |
|
| FATCA/CRS and Business Requirements Annexure LISP | | |
|
| FATCA/CRS Self-Certification Declaration For a Legal Entity | | |
|
| FICA and Business Requirements Annexure | | |
|
| FICA and Business Requirements Annexure | | |
|
| Financial Adviser Agreement | | |
|
| Financial Adviser Detail Form | | |
|
| Income Tax on Interest: Exemption application | | |
|
| Income Tax on Interest: Exemption application | | |
|
| Income Tax on Interest: Reduced Rate application | | |
|
| Income Tax on Interest: Reduced Rate application | | |
|
| INN8 Model Mandate | | |
|
| Liberty Living Annuity: Add or Remove Guarantee | | |
|
| Liberty Living Annuity: Add or Update the Income Enhancer Benefit | | |
|
| Liberty Living Annuity: Additional Investment Form | | |
|
| Liberty Living Annuity: Annuity Commutation Form | | |
|
| Liberty Living Annuity: Application For Liberty Flexible/Living Annuity Transfer | | |
|
| Liberty Living Annuity: Approved Fund List Brochure | | |
|
| Liberty Living Annuity: Change of Financial Adviser | | |
|
| Liberty Living Annuity: Change of Personal Details form | | |
|
| Liberty Living Annuity: Client Consent to Obtain Financial Information | | |
|
| Liberty Living Annuity: Comprehensive Change of Details | | |
|
| Liberty Living Annuity: New Business Investment Form | | |
|
| Liberty Living Annuity: Related Party Annexure: Entity | | |
|
| Liberty Living Annuity: Related Party Annexure: Individual | | |
|
| Liberty Living Annuity: Switch Form | | |
|
| Liberty Living Annuity: Terms and Conditions | | |
|
| Liberty Living Annuity: Transfer Form | | |
|
| Liberty Living Annuity: Update of Annual Platform Service Charge | | |
|
| Linked Investment Tax free Savings Plan application form | | |
|
| Linked Investments Tax-Free Savings Plan Non-GoalStandard Application form | | |
|
| Linked Investments Tax-Free Savings Plan: Terms & Conditions | | |
|
| Notification of cession | | |
|
| Platform Fee Information | | |
|
| Platform: Investment Portfolio Information | | |
|
| Platform: Terms and Conditions | | |
|
| Related Party Annexure: Individuals | | |
|
| Related Party Annexure: Individuals | | |
|
| Related Party Annexure: Legal Entities | | |
|
| Related Party Annexure: Legal Entities | | |
|
| Risk Profile Analyser | | |
|
| Special Power of Attorney | | |
|
| Special Power of attorney | | |
|
| STANLIB Asset Management Model Portfolio Mandate: Linked Investments | | |
|
| STANLIB Classic Investment Plan: Terms and Conditions | | |
|
| STANLIB Classic Linked Life Annuity: Terms and Conditions | | |
|
| STANLIB Classic Preservation Pension Plan: Information Document | | |
|
| STANLIB Classic Preservation Provident Plan: Information Document | | |
|
| STANLIB Classic Retirement Annuity Fund: Information Document | | |
|
| STANLIB Investments Risk Questionnaire | | |
|
| Switch Instruction Form | | |
|
| Switch Instruction Form: Classic International Investment Plan | | |
|
| Transfer form | | |
|
| Two Pot Opt In | | |
|
| Withdrawal Form: Classic International Investment Plan | | |
|
| Withdrawal form: Discretionary products (CIP, TFSA, ML & MV) | | |
|
| Withdrawal Form: Retirement Products | | |
|
| Liberty Living Annuity: Principles and Practices of Financial Management (PPFM) | |
|
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