Download a form
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.
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
Brokerage Checklist | - | ||
Financial Adviser Agreement | - | ||
Financial Adviser Appointment Change | - | ||
Financial Adviser Detail Form | - |
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
Unit Trust investment Switch | |||
Unit Trust Investment Transfer Form | - |
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
Unit Trust Terms & Conditions |
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
Withdrawal Form: Fundisa | - | ||
Withdrawal Form: Tax Free Savings Account | |||
Withdrawal Form: Unit Trusts |
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
CRS Individual Self Certification Form: Offshore | - | ||
STANLIB Offshore Funds Electronic Indemnity Form | - | ||
Change of details: Offshore Unit trust | - |
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
STANLIB Offshore Funds Switch Form | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Withdrawal Form: Offshore | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Brokerage Checklist | - | ||
Financial Adviser Agreement | - | ||
Financial Adviser Detail Form | - |
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 | - |
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 | - |
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 | - |
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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.
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