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Invest (new or additional)

Collective Investments (Unit Trusts)

Application Form: Unit Trusts (Individuals)
Application Form: Unit Trusts (Legal Entities)
Application Form: Fundisa
Application Form: Tax-Free Savings Account Investment
Additional Investment Form: Unit Trust
Dividends Tax Form: Exemption from tax
Dividends Tax Form: Reduced Rates
Interest Tax Form: Exemption from Tax
Interest Tax Form: Reduced Rate
Partner Information Form


Direct Unit Trusts Retirement Solutions
Application Form: Direct Unit Trusts: Classic Retirement Products (RA, PE, PP)
Application Form: Direct Unit Trusts: Classic Linked Life Annuity (LA)
Additional Investment Form: Classic Range

LISP (Linked Investment Service Product)
General
Application Form: All LISP Products (Ts&Cs Separate) - Individual
Application Form: All LISP Products (Ts&Cs Separate) - Entity
Application Form: Classic Investment Plan (CIP)
Application Form: Classic Retirement Products (RA, PE, PP)
Application Form: Classic Linked Life Annuity (LA)
Additional Investment Form: Classic Range
Annexure for Fundamental Choice
Annexure for Wealth Portfolio
Declaration by Government Employee Pension Fund (GEPF): For transfers to Preservation Pension Plan
Declaration by Government Employee Pension Fund (GEPF): For transfers to Retirement Annuity Plan
Dividends Tax Form: Exemption from tax
Dividends Tax Form: Reduced Rates
Interest Tax Form: Exemption from Tax
Interest Tax Form: Reduced Rate
FATCA/CRS Self-Certification Declaration For a Legal Entity
FATCA/CRS Self-Certification Declaration for an Individual
FATCA/CRS and Business Requirements Annexure
Partner Information Form
Risk Profile Analyser
STANLIB Investments Risk Questionnaire

Model Portfolios (MP)
Application Form: All LISP Products (Ts&Cs Separate) - Individual
Application Form: All LISP Products (Ts&Cs Separate) - Entity
Application Form: Model Portfolio: Classic Investment Plan (CIP)
Application Form: Model Portfolio: Classic Retirement Products (RA, PE,PP)
Application Form: Model Portfolio: Classic Linked Life Annuity (LA)
Additional Investment Form: Classic Range

Linked Investments Tax-Free Savings Plan
Application Form: All LISP Products (Ts&Cs Separate) - Individual
Application Form: STANLIB Linked Investments Tax-Free Savings Plan
Additional Investment Form: Classic Range

Personal Share Portfolios (PSP)
Application Form: All LISP Products (Ts&Cs Separate) - Individual
Application Form: Personal Share Portfolio: Classic Linked Life Annuity (LA)
Application Form: Personal Share Portfolio: Classic Retirement Products (RA, PE, PP)
Additional Investment Form: Classic Range

Terms and Conditions
Classic Investment Plan T&Cs
Classic Linked Life Annuity T&Cs
Classic Retirement Products T&Cs
Collective Investments T&Cs
Direct Unit Trusts Linked Life Annuity T&Cs
Direct Unit Trusts Retirement Products T&Cs
STANLIB Linked Investments Tax-Free Savings Plan T&Cs
Structured Product: Classic Investment Plan T&Cs
Structured Product: Linked Life Annuity T&Cs


Offshore
Application Form: STANLIB Offshore Unit Trusts
Application to purchase foreign currency (BoP)
Application for tax clearance certificate (FIA001)
Additional Unit Trust Form: Offshore
Change of Details (Offshore)
Discretionary Allowance Form
Foreign investment by Private Individual (MP1423)
Telegraphic transfer – US Dollar
Telegraphic transfer – Euro
Telegraphic transfer – Sterling
STANLIB Offshore Prospectus

 

Withdraw

Collective Investments (Unit Trusts)
Repurchase Form (Unit Trusts)
Repurchase Form: Fundisa
Repurchase Form: Tax Free Savings Account

LISP (Linked Investment Service provider)
General
Annuity Commutation Form
Withdrawal Form: Classic Investment Plan, Maturelink, Multivest, STANLIB Linked Investments Tax-Free Savings Plan
Withdrawal Form: Multivest
Withdrawal Form: Retirement Plan: Classic Range
Withdrawal Form: Protected Equity Plan
Withdrawal & Loan Form: Maturelink

Model Portfolio (MP)
Model Portfolio: Withdrawal Form: Classic Investment Plan, STANLIB Linked Investments Tax-Free Savings Plan
Model Portfolio: Retirement Plan Withdrawal Form: Classic Range

Personal Share Portfolios (PSP)

Personal Share Portfolio: Withdrawal form: Retirement Plan

Offshore
Offshore: Repurchase Form
Withdrawal Instruction (Classic International Investment Plan)

 

Switch Portfolios

Collective Investments (Unit Trusts)
Unit Trust Investment Switch Form

Direct Unit Trusts Retirement Solutions
Classic Switch Instruction Form


LISP (Linked Investment Service provider)
General
Classic Switch Instruction Form

Model Portfolio (MP)
Classic Switch Instruction Form
Model Portfolio Bulk Switch Form

Personal Share Portfolios (PSP)
Classic Switch Instruction Form


Offshore
Switch Instruction Form (Classic International Investment Plan)
Offshore: Switch form

 

Other Forms

FATCA/CRS Forms
FATCA and Business Requirements Annexure(LISP)
FATCA/CRS Self-Certification Declaration For a Legal Entity(LISP)
FATCA/CRS Self-Certification Declaration For an Individual(LISP)
FATCA and Business Requirements Annexure(UT)
FATCA/CRS Self-Certification Declaration For a Legal Entity(UT)
FATCA/CRS Self-Certification Declaration For an Individual(UT)
CRS Individual Self Certification Form: Offshore

Collective Investments (Unit Trusts)
Notification of cession
Unit Trust Investment ATM Link Form
Confirmation of residential address (Unit trust)
Appointment of Authorised Signatories (Unit trust)

LISP (Linked Investment Service provider)
Disability Claim
Death Claim
Electronic Fund Transfer Form
Lost Policy Declaration
Notification of cession (Classic, Multivest, Maturelink)
Transfer Form
Confirmation of residential address (LISP)
Appointment of Authorised Signatories (LISP)

Direct Unit Trusts Retirement Solutions
Direct Unit Trust Transfer Form

 
Tax Free Savings Solution