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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: Tax-Free Savings Account Investment
Application Form: Tax-Free Savings Account Transfer Request Form
Additional Investment Form: Unit Trust
Beneficial Owner and Related Party (Unit Trusts)
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

LISP (Linked Investment Service Product)

IMPORTANT: New Application forms were launched at the end of August 2018. We will continue to accept the old version of our forms until 1 October 2018.

Application Form: Classic Investment Plan-Individuals
Application Form: Classic Investment Plan-Entity
Application Form: Classic Linked Life Annuity
Application From: Classic Retirement Products (RA, PE, PP)
Acting on Behalf of a Minor
Additional Investment Form
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
FICA and Business Requirements Annexure
Risk Profile Analyser
STANLIB Investments Risk Questionnaire
Related Party Annexure: Entity
Related Party Annexure: Individual

Linked Investments Tax-Free Savings Plan
Application Form: STANLIB Linked Investments Tax-Free Savings Plan
Additional Investment Form

Terms and Conditions(LISP)
Classic Investment Plan
Classic Linked Life Annuity
Classic Retirement Annuity Fund
Classic Preservation Pension Plan
Classic Preservation Provident Plan
Linked Investments Tax-Free Savings Plan
Investment Portfolio Solutions
Platform Fee Information
Platform Terms and Conditions

Terms and Conditions(UT)
Collective Investments 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

 

Switch Portfolios

Collective Investments (Unit Trusts)
Unit Trust Investment Switch Form

LISP (Linked Investment Service provider)
General
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 Self Certification Form for Legal Entities: Offshore
CRS Individual Self Certification Form: Offshore
Electronic Indemnity 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
Declaration of Dependency
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)
Annexure A Statement of a close friend
Annexure B Declaration of dependency
Annexure C Declaration of non-dependency
Special Power of attorney

Direct Unit Trusts Retirement Solutions
Direct Unit Trust Transfer Form

Legal Information
Conflict of Interest Policy
Gifts Policy

 
Tax Free Savings Solution