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.

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Withdraw

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Invest

Do this online	Form Name	Download	Email to
-	Tax-Free Savings Account Transfer Request Form
Yes	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

Do this online	Form Name	Download	Email to
-	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

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

Switch Portfolios

Do this online	Form Name	Download	Email to
Yes	Unit Trust Investment Switch Form

View Terms and Conditions

Do this online	Form Name	Download	Email to
-	Unit Trust Terms & Conditions

Withdraw

Do this online	Form Name	Download	Email to
-	Withdrawal Form: Fundisa
Yes	Withdrawal Form: Tax Free Savings Account
Yes	Withdrawal Form: Unit Trusts

All

Do this online	Form Name	What would you like to do
-	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

All

Invest

Do this online	Form Name	Download	Email to
	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

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

Switch Portfolios

Do this online	Form Name	Download	Email to
-	STANLIB Offshore Funds Switch Form

Withdraw

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

All

Do this online	Form Name	Download	Email to
-	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

View Terms and Conditions

Withdraw

Submit Death or Disability Claim

All

Invest

Do this online	Form Name	Download	Email to
-	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

Do this online	Form Name	Download	Email to
-	Liberty Living Annuity: Add or Remove Guarantee
-	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: Comprehensive Change of Details
-	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

Do this online	Form Name	Download	Email to
-	Brokerage Checklist
-	Financial Adviser Agreement
-	Financial Adviser Detail Form

Switch Portfolios

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

View Terms and Conditions

Do this online	Form Name	Download	Email to
-	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

Withdraw

Do this online	Form Name	Download	Email to
-	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

Do this online	Form Name	Download	Email to
-	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

Do this online	Form Name	Download	Email to
-	Liberty Living 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
-	Linked Investments Tax-Free Savings Plan: Terms & Conditions
-	STANLIB Classic Linked Life 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: Annuity Commutation Form
-	Liberty Living Annuity: Add or Remove Guarantee
-	Income Tax on Interest: Reduced Rate application
-	Switch Instruction Form
-	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)
-	Commutation Form: Classic Linked Life Annuity
-	Withdrawal Form: Classic International Investment Plan
-	Switch Instruction Form: Classic International Investment Plan
-	Liberty Living Annuity: Comprehensive Change of Details
-	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
-	STANLIB Classic Preservation Provident Plan: Information Document
-	STANLIB Classic Preservation Pension Plan: Information Document
-	Brokerage Checklist
-	Classic Retirement Products: Disability claim form
-	Declaration of Dependency
-	Comprehensive Change of Details: (including Classic International Investment Plan (Offshore))
-	Annexure C Declaration of non-dependency
-	FATCA/CRS Self-Certification Declaration For a Legal Entity
-	FICA and Business Requirements Annexure
-	Annexure B Declaration of dependency
-	Income Tax on Interest: Exemption application
-	Financial Adviser Detail Form
-	Financial Adviser Agreement
-	Annexure A Statement of a close friend
-	Classic Investment Plan application form - Legal entities
-	Classic Linked Life Annuity
-	Change of Financial adviser
-	Classic Retirement Product application form
-	Acting on behalf of a minor
-	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 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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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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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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Unit Trust Prices

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

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Quarterly

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