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Click on the links below to access all investment, transaction and amendment forms.
Unit trusts have gone paperless
A number of unit trust transaction forms have been replaced by our digital transaction system, STANLIB Online. Paperless transactions are highlighted in teal in the table below, simply click on one of them to log in and transact online. If you’ve never used our online system before, click here to watch a short tutorial on how to set up your profile.
Form Name | Do this online | Download | Email to |
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= Online Secure Login | |||
Tax-Free Savings Account Transfer Request Form | - | ||
Additional investment form: Unit Trust: Legal Entities | - | ||
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 | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
FATCA/CRS Business Requirements Annexure | - | ||
FICA Update Form – Unit Trusts (Individuals) | - | ||
Unit Trust Investment Internet Bank Linking Form | |||
Notification of cession | - | ||
Interest Tax Form: Reduced Rate | - | ||
Interest Tax Form: Exemption from Tax | - | ||
FATCA/CRS Self-Certification Declaration For an Individual | - | ||
Change of details: Unit Trust | - | ||
FATCA/CRS Self-Certification Declaration For a Legal Entity | - | ||
Appointment of Authorised Signatories: Unit trust | - | ||
Dividends Tax Form: Reduced Rates | - | ||
Dividends Tax Form: Exemption from tax | - | ||
Confirmation of residential address: Unit trust | - | ||
Client consent to obtain Financial information: Unit trust | - | ||
Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | - | ||
Change of details: Unit Trust: Legal Entities | - | ||
Beneficial Owner and Related Party: Unit Trusts | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Brokerage Checklist | - | ||
Financial Adviser Agreement | - | ||
Financial Adviser Appointment/Advice Fee Change | - | ||
Financial Adviser Detail Form | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Unit Trust investment Switch | - | ||
Unit Trust Investment Transfer Form | - | ||
Unit trust investment switch: Legal entities | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Unit Trust Terms & Conditions |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Withdrawal Form: Fundisa | - | ||
Withdrawal Form: Tax Free Savings Account | |||
Withdrawal Form: Unit Trusts |
Form Name | Do this online | Download | Email to | What would you like to do |
---|---|---|---|---|
= Online Secure Login | ||||
Unit Trust Terms & Conditions | View Terms and Conditions | |||
Interest Tax Form: Reduced Rate | - | Update My Details | ||
Interest Tax Form: Exemption from Tax | - | Update My Details | ||
Notification of cession | - | Update My Details | ||
Financial Adviser Detail Form | - | View Adviser Forms | ||
Financial Adviser Appointment/Advice Fee Change | - | View Adviser Forms | ||
Financial Adviser Agreement | - | View Adviser Forms | ||
FATCA/CRS Self-Certification Declaration For an Individual | - | Update My Details | ||
Change of details: Unit Trust | Update My Details | |||
FATCA/CRS Self-Certification Declaration For a Legal Entity | - | Update My Details | ||
FATCA/CRS Business Requirements Annexure | - | Update My Details | ||
Dividends Tax Form: Reduced Rates | - | Update My Details | ||
Tax-Free Savings Account Transfer Request Form | - | Invest | ||
Dividends Tax Form: Exemption from tax | - | Update My Details | ||
Unit Trust Investment Internet Bank Linking Form | Update My Details | |||
Unit Trust investment Switch | Switch Portfolios | |||
Confirmation of residential address: Unit trust | - | Update My Details | ||
Client consent to obtain Financial information: Unit trust | - | Update My Details | ||
Change/Appointment of a Financial Adviser (Client Nomination): Unit trust | - | Update My Details | ||
Change of details: Unit Trust: Legal Entities | - | Update My Details | ||
Brokerage Checklist | - | View Adviser Forms | ||
Beneficial Owner and Related Party: Unit Trusts | - | Update My Details | ||
Appointment of Authorised Signatories: Unit trust | - | Update My Details | ||
Withdrawal Form: Fundisa | - | Withdraw | ||
Withdrawal Form: Tax Free Savings Account | Withdraw | |||
Withdrawal Form: Unit Trusts | Withdraw | |||
FICA Update Form – Unit Trusts (Individuals) | - | Update My Details | ||
Unit Trust Investment Transfer Form | - | Switch Portfolios | ||
Unit trust investment switch: Legal entities | - | Switch Portfolios | ||
Additional investment form: Unit Trust | Invest | |||
Additional investment form: Unit Trust: Legal Entities | - | 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 |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
STANLIB Offshore Funds Switch Form | - |
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: 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) | - |
Form Name | Do this online | Download | Email to |
---|---|---|---|
= Online Secure Login | |||
Liberty Living Annuity: Comprehensive Change of Details | - | ||
Special Power of Attorney | - | ||
Risk Profile Analyser | - | ||
FATCA/CRS Self-Certification Declaration For a Legal Entity | - | ||
FICA and Business Requirements Annexure | - | ||
Related Party Annexure: Legal Entities | - | ||
Income Tax on Interest: Exemption application | - | ||
Financial Adviser Agreement | - | ||
Financial Adviser Detail Form | - | ||
Liberty Living Annuity: Change of Personal Details form | - | ||
Income Tax on Interest: Reduced Rate application | - | ||
Related Party Annexure: Individuals | - | ||
Liberty Living Annuity: Add or Remove Guarantee | - | ||
Special Power of attorney | - | ||
Liberty Living Annuity: Add or Update the Income Enhancer Benefit | - | ||
Liberty Living Annuity: Annuity Commutation Form | - | ||
Platform Fee Information | - | ||
Liberty Living Annuity: Client Consent to Obtain Financial Information | - | ||
Liberty Living Annuity: Change of Financial Adviser | - | ||
Liberty Liberty Living Annuity: Related Party Annexure: Entity | - | ||
Linked Investments Tax-Free Savings Plan: Terms & Conditions | - | ||
Liberty Living Annuity: Related Party Annexure: Individual | - | ||
Liberty Living Annuity: Switch Form | - | ||
Liberty Living Annuity: Terms and Conditions | - | ||
Liberty Living Annuity: Update of Annual Platform Service Charge | - | ||
Switch Instruction Form: Classic International Investment Plan | - | ||
Change of Personal Details form | - | ||
Notification of cession | - | ||
Withdrawal Form: Retirement Products | - | ||
Annexure A Statement of a close friend | - | ||
Annexure B Declaration of dependency | - | ||
Annexure C Declaration of non-dependency | - | ||
Withdrawal form: Discretionary products (CIP, TFSA, ML & MV) | - | ||
Brokerage Checklist | - | ||
Commutation Form: Classic Linked Life Annuity | - | ||
Comprehensive Change of Details: (including Classic International Investment Plan (Offshore)) | - | ||
Withdrawal Form: Classic International Investment Plan | - | ||
Switch Instruction Form | - | ||
Platform: Terms and Conditions | - | ||
Platform: Investment Portfolio Information | - | ||
Classic Retirement Products: Disability claim form | - | ||
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 | - | ||
STANLIB Classic Linked Life Annuity: Terms and Conditions | - | ||
STANLIB Classic Investment Plan: Terms and Conditions | - | ||
Declaration of Dependency | - | ||
INN8 Invest Model Portfolio Mandate: Linked Investment | - | ||
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 | - | ||
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 Transfer Form | - | ||
Dividend Tax: Exemption application | - | ||
Dividend Tax: Reduced Rate application | - | ||
FATCA/CRS and Business Requirements Annexure LISP | - | ||
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 | - | ||
Liberty Living Annuity: Principles and Practices of Financial Management (PPFM) | - |
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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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