Helpful Resources

FORMS AND PRICING

Find all the forms, tools and documents you need to start or manage your relationship with us.

Click on the links below to access all investment, transaction and amendment forms.

Our Unit Trust and Platform forms now cater for electronic signatures. Click here to learn how to create and add electronic signatures.

All unit trust forms highlighted in teal in the table below will be phased out as part of our journey to becoming paperless.

This means that these forms will no longer be available and will be replaced by our improved digital process. Click here to learn more.

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Form Name	Do this online	Download	Email to
= Online Secure Login
Tax-Free Savings Account Transfer Request Form	-
Additional Investment Form: Unit Trust
Application Form: Tax-Free Savings Account Investment
Application Form: Unit Trust - Institutional	-
Application Form: Unit Trusts (Individuals)
Application Form: Unit Trusts (Legal Entities)	-
Dividends Tax Form: Exemption from tax	-
Dividends Tax Form: Reduced Rates	-
Interest Tax Form: Exemption from Tax	-
Interest Tax Form: Reduced Rates	-

Update my details

Form Name	Do this online	Download	Email to
= Online Secure Login
Appointment of Authorised Signatories: Unit trust	-
Beneficial Owner and Related Party: Unit Trusts	-
Change of details: Unit trust
Change/Appointment of a Financial Adviser (Client Nomination): Unit trust	-
Client consent to obtain Financial information: Unit trust	-
Confirmation of residential address: Unit trust	-
Dividends Tax Form: Exemption from tax	-
Dividends Tax Form: Reduced Rates	-
FATCA/CRS Business Requirements Annexure	-
FATCA/CRS Self-Certification Declaration For a Legal Entity	-
FATCA/CRS Self-Certification Declaration For an Individual	-
Interest Tax Form: Exemption from Tax	-
Interest Tax Form: Reduced Rate	-
Notification of cession	-
Unit Trust Investment Internet Bank Linking Form
FICA Update Form – Unit Trusts (Individuals)	-

View Adviser Forms

Form Name	Do this online	Download	Email to
= Online Secure Login
Brokerage Checklist	-
Financial Adviser Agreement	-
Financial Adviser Appointment Change	-
Financial Adviser Detail Form	-

Switch Portfolios

Form Name	Do this online	Download	Email to
= Online Secure Login
Unit Trust Investment Switch Form

View Terms and Conditions

Form Name	Do this online	Download	Email to
= Online Secure Login
Unit Trust Terms & Conditions

Withdraw

Form Name	Do this online	Download	Email to
= Online Secure Login
Withdrawal Form: Fundisa	-
Withdrawal Form: Tax Free Savings Account
Withdrawal Form: Unit Trusts

All

Form Name	Do this online	What would you like to do
= Online Secure Login
FATCA/CRS Self-Certification Declaration For a Legal Entity	-	Update My Details
FICA Update Form – Unit Trusts (Individuals)	-	Update My Details
Withdrawal Form: Unit Trusts		Withdraw
Withdrawal Form: Tax Free Savings Account		Withdraw
Withdrawal Form: Fundisa	-	Withdraw
Unit Trust Investment Switch Form		Switch Portfolios
Unit Trust Investment Internet Bank Linking Form		Update My Details
Unit Trust Terms & Conditions		View Terms and Conditions
Tax-Free Savings Account Transfer Request Form	-	Invest
Notification of cession	-	Update My Details
Interest Tax Form: Reduced Rate	-	Update My Details
Interest Tax Form: Exemption from Tax	-	Update My Details
Financial Adviser Detail Form	-	View Adviser Forms
Financial Adviser Appointment Change	-	View Adviser Forms
Financial Adviser Agreement	-	View Adviser Forms
FATCA/CRS Self-Certification Declaration For an Individual	-	Update My Details
Dividends Tax Form: Reduced Rates	-	Update My Details
FATCA/CRS Business Requirements Annexure	-	Update My Details
Dividends Tax Form: Exemption from tax	-	Update My Details
Appointment of Authorised Signatories: Unit trust	-	Update My Details
Beneficial Owner and Related Party: Unit Trusts	-	Update My Details
Confirmation of residential address: Unit trust	-	Update My Details
Client consent to obtain Financial information: Unit trust	-	Update My Details
Brokerage Checklist	-	View Adviser Forms
Change/Appointment of a Financial Adviser (Client Nomination): Unit trust	-	Update My Details
Change of details: Unit trust		Update My Details
Additional Investment Form: Unit Trust		Invest
Application Form: Tax-Free Savings Account Investment		Invest
Application Form: Unit Trust - Institutional	-	Invest
Application Form: Unit Trusts (Individuals)		Invest
Application Form: Unit Trusts (Legal Entities)	-	Invest
Dividends Tax Form: Exemption from tax	-	Invest
Dividends Tax Form: Reduced Rates	-	Invest
Interest Tax Form: Exemption from Tax	-	Invest
Interest Tax Form: Reduced Rates	-	Invest

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Invest

Form Name	Do this online	Download	Email to
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Application Form: STANLIB Offshore Funds Individuals (IFAs only)	-
Application Form: STANLIB Offshore Funds Legal Entities (IFAs only)	-
Application Form: STANLIB Offshore Funds Individuals	-
Telegraphic transfer - Euro	-
Telegraphic transfer - Sterling	-
Telegraphic transfer - US Dollar	-
Application Form: STANLIB Offshore Funds Legal Entities	-
Additional Investment Form: Offshore	-

Update my details

Form Name	Do this online	Download	Email to
= Online Secure Login
CRS Individual Self Certification Form: Offshore	-
STANLIB Offshore Funds Electronic Indemnity Form	-
Change of details: Offshore Unit trust	-

Switch Portfolios

Form Name	Do this online	Download	Email to
= Online Secure Login
STANLIB Offshore Funds Switch Form	-

Withdraw

Form Name	Do this online	Download	Email to
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Withdrawal Form: Offshore	-

All

Form Name	Do this online	Download	Email to
= Online Secure Login
CRS Individual Self Certification Form: Offshore	-
Application Form: STANLIB Offshore Funds Individuals (IFAs only)	-
Application Form: STANLIB Offshore Funds Legal Entities (IFAs only)	-
Application Form: STANLIB Offshore Funds Individuals	-
STANLIB Offshore Funds Electronic Indemnity Form	-
STANLIB Offshore Funds Switch Form	-
Telegraphic transfer - Euro	-
Telegraphic transfer - Sterling	-
Telegraphic transfer - US Dollar	-
Offshore Prospectus	-
Application Form: STANLIB Offshore Funds Legal Entities	-
Withdrawal Form: Offshore	-
Change of details: Offshore Unit trust	-
Additional Investment Form: Offshore	-

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Submit Death or Disability Claim

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Invest

Form Name	Do this online	Download	Email to
= Online Secure Login
STANLIB Asset Management Model Portfolio Mandate: Linked Investments	-
STANLIB Investments Risk Questionnaire	-
Special Power of Attorney	-
Risk Profile Analyser	-
Classic Investment Plan application form - Legal entities	-
Classic Linked Life Annuity	-
Classic Retirement Product application form	-
Additional investment form	-
Linked Investment Tax free Savings Plan application form	-
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 application: Classic Linked Life Annuity	-
Direct Unit Trust application: Classic Retirement Products	-
Direct Unit Trust Transfer Form	-
Dividend Tax: Exemption application	-
Dividend Tax: Reduced Rate application	-
FICA and Business Requirements Annexure	-
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	-

Update my details

Form Name	Do this online	Download	Email to
= Online Secure Login
Liberty Living Annuity: Comprehensive Change of Details	-
Liberty Living Annuity: Update of Annual Platform Service Charge	-
Liberty Living Annuity: Add or Update the Income Enhancer Benefit	-
Liberty Living Annuity: Change of Personal Details form	-
Change of Personal Details form	-
Notification of cession	-
Special Power of attorney	-
Related Party Annexure: Legal Entities	-
Related Party Annexure: Individuals	-
Liberty Living Annuity: Related Party Annexure: Individual	-
Liberty Liberty Living Annuity: Related Party Annexure: Entity	-
Liberty Living Annuity: Change of Financial Adviser	-
Liberty Living Annuity: Client Consent to Obtain Financial Information	-
Liberty Living Annuity: Add or Remove Guarantee	-
Income Tax on Interest: Reduced Rate application	-
Income Tax on Interest: Exemption application	-
FICA and Business Requirements Annexure	-
FATCA/CRS Self-Certification Declaration For a Legal Entity	-
Comprehensive Change of Details: (including Classic International Investment Plan (Offshore))	-
Change of Financial adviser	-
Acting on behalf of a minor	-
Appointment of Authorised Signatories	-
Client consent to obtain Financial information	-
Confirmation of residential address	-
Dividend Tax: Exemption application	-
Dividend Tax: Reduced Rate application	-

View Adviser Forms

Form Name	Do this online	Download	Email to
= Online Secure Login
Brokerage Checklist	-
Financial Adviser Agreement	-
Financial Adviser Detail Form	-

Switch Portfolios

Form Name	Do this online	Download	Email to
= Online Secure Login
Liberty Living Annuity: Switch Form	-
Switch Instruction Form	-
Switch Instruction Form: Classic International Investment Plan	-

View Terms and Conditions

Form Name	Do this online	Download	Email to
= Online Secure Login
Liberty Living Annuity: Terms and Conditions	-
Linked Investments Tax-Free Savings Plan: Terms & Conditions	-
Platform Fee Information	-
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	-
Platform: Investment Portfolio Information	-
Platform: Terms and Conditions	-
Liberty Living Annuity: Principles and Practices of Financial Management (PPFM)	-

Withdraw

Form Name	Do this online	Download	Email to
= Online Secure Login
Liberty Living Annuity: Annuity Commutation Form	-
Withdrawal Form: Classic International Investment Plan	-
Commutation Form: Classic Linked Life Annuity	-
Withdrawal form: Discretionary products (CIP, TFSA, ML & MV)	-
Withdrawal Form: Retirement Products	-

Submit Death or Disability Claim

Form Name	Do this online	Download	Email to
= Online Secure Login
Annexure A Statement of a close friend	-
Annexure B Declaration of dependency	-
Annexure C Declaration of non-dependency	-
Classic Retirement Products: Disability claim form	-
Declaration of Dependency	-

All

Form Name	Do this online	Download	Email to
= Online Secure Login
Linked Investments Tax-Free Savings Plan: Terms & Conditions	-
STANLIB Classic Preservation Pension Plan: Information Document	-
STANLIB Classic Linked Life Annuity: Terms and Conditions	-
STANLIB Classic Investment Plan: Terms and Conditions	-
Special Power of attorney	-
Special Power of Attorney	-
Risk Profile Analyser	-
Related Party Annexure: Legal Entities	-
Related Party Annexure: Individuals	-
Platform Fee Information	-
STANLIB Classic Preservation Provident Plan: Information Document	-
Liberty Living Annuity: Terms and Conditions	-
Liberty Living Annuity: Switch Form	-
Liberty Living Annuity: Related Party Annexure: Individual	-
Liberty Liberty Living Annuity: Related Party Annexure: Entity	-
Liberty Living Annuity: Change of Financial Adviser	-
Liberty Living Annuity: Client Consent to Obtain Financial Information	-
Liberty Living Annuity: Comprehensive Change of Details	-
Liberty Living Annuity: Add or Remove Guarantee	-
Commutation Form: Classic Linked Life Annuity	-
Liberty Living Annuity: Update of Annual Platform Service Charge	-
Liberty Living Annuity: Add or Update the Income Enhancer Benefit	-
Liberty Living Annuity: Principles and Practices of Financial Management (PPFM)	-
Liberty Living Annuity: Change of Personal Details form	-
Change of Personal Details form	-
Notification of cession	-
Withdrawal Form: Retirement Products	-
Withdrawal form: Discretionary products (CIP, TFSA, ML & MV)	-
Liberty Living Annuity: Annuity Commutation Form	-
Withdrawal Form: Classic International Investment Plan	-
Switch Instruction Form: Classic International Investment Plan	-
Switch Instruction Form	-
Platform: Terms and Conditions	-
Platform: Investment Portfolio Information	-
STANLIB Asset Management Model Portfolio Mandate: Linked Investments	-
STANLIB Investments Risk Questionnaire	-
STANLIB Classic Retirement Annuity Fund: Information Document	-
Income Tax on Interest: Reduced Rate application	-
Annexure A Statement of a close friend	-
Annexure B Declaration of dependency	-
Annexure C Declaration of non-dependency	-
Brokerage Checklist	-
Comprehensive Change of Details: (including Classic International Investment Plan (Offshore))	-
Classic Retirement Products: Disability claim form	-
Declaration of Dependency	-
FATCA/CRS Self-Certification Declaration For a Legal Entity	-
FICA and Business Requirements Annexure	-
Income Tax on Interest: Exemption application	-
Financial Adviser Agreement	-
Financial Adviser Detail Form	-
Classic Investment Plan application form - Legal entities	-
Change of Financial adviser	-
Classic Linked Life Annuity	-
Acting on behalf of a minor	-
Classic Retirement Product application form	-
Appointment of Authorised Signatories	-
Additional investment form	-
Linked Investment Tax free Savings Plan application form	-
Client consent to obtain Financial information	-
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 application: Classic Linked Life Annuity	-
Direct Unit Trust application: Classic Retirement Products	-
Direct Unit Trust Transfer Form	-
Dividend Tax: Exemption application	-
Dividend Tax: Reduced Rate application	-
FICA and Business Requirements Annexure	-
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	-

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Unit Trust Prices

All the information on unit trusts prices that you may be looking for in one place.

Click here to download detailed breakdowns of the distribution data for all classes of each fund.

Daily

Quarterly

Domestic Portfolios
International Portfolios (Rand denominated)
Multi-Manager Portfolios
Offshore Portfolios

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Update my details

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View Adviser Forms

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Switch Portfolios

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View Terms and Conditions

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Withdraw

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All

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Invest

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Update my details

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Switch Portfolios

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Withdraw

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All

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View Terms and Conditions

Withdraw

Submit Death or Disability Claim

All

Invest

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Update my details

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View Adviser Forms

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Switch Portfolios

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View Terms and Conditions

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Withdraw

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Submit Death or Disability Claim

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All

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Download a form

Unit Trust Prices

Daily

Quarterly

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