Forms and documents
Choose a product to access our forms and documents.
There are two routes to invest in Allan Gray unit trusts. Click here to learn more.
You can also invest in Unit Trusts online.- Application for individual investors (Allan Gray Unit Trust)
- Application for individual investors (Allan Gray Investment Platform)
- Application for legal entities (Allan Gray Unit Trust)
- Application for legal entities (Allan Gray Investment Platform)
- Additional contribution
- Debit order
- Phase-in
- Switch
- Withdrawal
- Transfer instruction
- Security cession notice
- Unit transfer to the Allan Gray Investment Platform
- Joint address declaration
If you are not a South African resident, please use our forms and documents for non-residents at the bottom of the page
Download these to familiarise yourself with this product- Application for individual investors
- Application for legal entities
- Additional contribution
- Debit order
- Withdrawal
- Switch
- Phase-in
- Outright cession
- Security cession notice
- Change in details of beneficiaries
- Joint address declaration
Download these to familiarise yourself with this product- Download these to familiarise yourself with this product
The Minister of Finance recently introduced new investment regulations for retirement funds (Regulation 28). Members of the Allan Gray Retirement Annuity, Pension Preservation and Provident Preservation funds need to ensure that their investment accounts comply with the new requirements. For more information, click here.
- Phase-in
- Application
- Switch
- Rebalance instruction
- Withdrawal
- Details of dependants
- Retirement notification
- Change in nomination details of beneficiaries
- Request for approval of early retirement
Download these to familiarise yourself with this productThe Minister of Finance recently introduced new investment regulations for retirement funds (Regulation 28). Members of the Allan Gray Retirement Annuity, Pension Preservation and Provident Preservation funds need to ensure that their investment accounts comply with the new requirements. For more information, click here.
- Application
- Additional contribution
- Debit order
- Switch
- Rebalance instruction
- Phase-in
- Withdrawal
- Details of Dependants
- Retirement notification
- Change in nomination details of beneficiaries
- Request for approval of early retirement
Download these to familiarise yourself with this product- Application for individual investors
- Application for legal entities
- Additional contribution
- Switch
- Preferred fee unit trust
- Withdrawal
- Security cession notice
- Joint address declaration
Download these to familiarise yourself with this product- Download these to familiarise yourself with this product
- Application for a Financial Services Provider contract
- Application for a Financial Services Provider contract (Non-resident)
- Addition of financial adviser/adviser assistant to existing Financial Services Provider contract
- Change in Financial Services Provider/financial adviser details
- Fixed financial adviser fee
- Financial adviser appointment fee form
- Change in investor details
- Investor acknowledgement
- Transfer instruction
- Security cession notice
- Phase-in
- Online - application to submit instructions online
- Online - account application
- Online authorisation - investor
- Online authorisation - adviser
- Online - investor authorisation for financial adviser to submit instructions online
- Joint address declaration
