Invest Now – STANLIB Multi-Manager

Five Steps to Invest with Us

Step 1: Download the application form

Direct Unit Trusts

Application Form: Unit Trusts (Individuals)

Application Form: Unit Trusts (Legal Entities)

Application Form: Fundisa

Application Form: Tax-Free Savings Account Investment

STANLIB Unit Trust Tax-Free Savings Account brochure

STANLIB Unit Trust Tax-Free Savings Account Transfer Request Form

Application Form: STANLIB Linked Investments Tax-Free Savings Plan

Platform

Application Form: Classic Retirement Products (RA, PE, PP)

Application Form: Classic Linked Life Annuity (LA)

Application Form: All LISP Products (Ts&Cs Separate)

Application Form: Classic Investment Plan (CIP)

Application Form: Classic Retirement Products (RA, PE, PP)

Application Form: Classic Linked Life Annuity (LA)

Offshore

Application Form: STANLIB Offshore Unit Trusts

Application to purchase foreign currency (BoP)

Application for tax clearance certificate (FIA001)

Alternative Investments

Investment Application Form (Local Alternatives)

Step 2: Download the supporting documentation

Direct Unit Trust and Platform

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

Partner Information Form

Platform

Annexure for Fundamental Choice

Annexure for Wealth Portfolio

Offshore

Discretionary Allowance Form

Foreign investment by Private Individual (MP1423)

Telegraphic transfer – US Dollar

Telegraphic transfer – Euro

Telegraphic transfer – Sterling

STANLIB Offshore Prospectus

Global Investments

Alternative Investments

Tax Reduced Tax Rate Form (Local Alternatives)

Tax Exemption Form (Local Alternatives)

Financial Advisor Form (Local Alternatives)

Dividend Withholding Tax Summary (Local Alternatives)

Step 3: Enter your details and select your fund

Enter your details and select your fund

Step 4: Print and sign your completed form

Print and sign your completed form

Step 5: Submit your application and supporting documentation

Traditional UT Investments

Email instructions@stanlib.com
Fax 086 727 7501

Alternatives Investments

Email hedgetransact@novare.com
Fax 087 150 1551

Other Transactions

Additional

Direct Unit Trust

Additional Investment Form

Investment Platform

FATCA & Business Requirements Annexure

Offshore

Additional Unit Trust Form: Offshore

Alternative Investments

Additional Investment Application Form (Local Alternatives)

Switch Portfolios

Direct Unit Trust

Unit Trust Investment Switch Form

Investment Platform

Classic Switch Instruction Form

Model Portfolio Bulk Switch Form

Offshore

Switch Instruction Form (Classic International Investment Plan)

Offshore: Switch form

Alternative Investments

Switching Form (Local Alternatives)

Withdraw

Direct Unit Trust

Repurchase Form (Unit Trusts)

Repurchase Form: Fundisa

Repurchase Form: Tax Free Savings Account

Investment Platform

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: Withdrawal Form: Classic Investment Plan, STANLIB Linked Investments Tax-Free Savings Plan

Model Portfolio: Retirement Plan Withdrawal Form: Classic Range

Personal Share Portfolio: Withdrawal form: Retirement Plan

Offshore

Withdrawal Instruction (Classic International Investment Plan)

Offshore: Repurchase Form

Alternative Investments

Withdrawal Form (Local Alternatives)

Change Details

Direct Unit Trust

Change of details (Unit trust)

Change of Financial adviser (Client Nomination) (Unit trust)

Client consent to obtain Financial information (Unit trust)

Investment Platform

Change of detail (LISP)

Change of Financial adviser (Client Nomination) (LISP)

Client consent to obtain Financial information (LISP)

Alternative Investments

Transfer of Ownership Form (Local Alternatives)

New Sub Broker Form (Local Alternatives)

Debit Order Form (Local Alternatives)

Change in Static Details Form (Local Alternatives)

Other Forms

Direct Unit Trust

Notification of cession

Unit Trust Investment ATM Link Form

Confirmation of residential address (Unit trust)

Appointment of Authorised Signatories (Unit trust)

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

CRS Individual Self Certification Form

Direct Unit Trust Transfer Form

FATCA & Business Requirements

Investment Platform

Disability Claim

Lost Policy Declaration

Notification of cession (Classic, Multivest, Maturelink)

Transfer Form

Confirmation of residential address (LISP)

Appointment of Authorised Signatories (LISP)

Alternative Investments

Notice of Cession Form (Local Alternatives)

Terms and Conditions

Investment Platform

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

Alternative Investments

General Information and Conditions (Local Alternatives)

Access STANLIB Online

STANLIB Online allows you to actively view and manage your current investments, and also to make additional investments.