Transact on your investment

We encourage investors to transact online. Allan Gray Online is a safe and convenient way to submit and track your instructions. Forgotten your login details?

Choose a category below to find out how to complete a transaction:

Can I withdraw from my unit trust?

  • You can withdraw all or part of your investment at any time.
  • There is no notice period.
  • There are no transaction fees and no penalties.

Before you begin, please note that:

  • You can check your available funds by logging in to your online account.
  • You must check that your account number starts with AGUT or AGLP. You can check this by logging in to your online account.
  • We will require proof of your bank details (e.g. bank statement), if not previously provided.
  • A withdrawal may trigger a capital gains tax (CGT) event, as units need to be sold.
  • A clearance period will apply to units purchased via electronic collection or debit order.

How can I submit my instruction?

You can submit your instruction by logging in to your online account and clicking on:

  • Transact
  • Withdraw money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I receive my money?

  • If your account number starts with AGUT, the money will reflect in your bank account within three business days, provided you submit your instruction before 11:00 for the Allan Gray Money Market Fund, or before 14:00 for any other Allan Gray unit trust.
  • If your account number starts with AGLP, your money will reflect in your bank account within five to six business days, provided you submit your instruction before 14:00.

Before you begin, please note that:

  • You must check that your account number starts with AGRA. You can check this by logging in to your online account.
  • A clearance period will apply to units purchased via electronic collection or debit order.
  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS. The directive may not be altered, and your withdrawal instruction cannot be cancelled.

How can I submit my instruction?

You can complete and sign a Retirement Annuity Fund withdrawal instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will I receive my money?

  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS.
  • It takes a minimum of 10 business days to process a withdrawal from a retirement annuity.

You may only withdraw a portion of your investment from your retirement annuity after the age of 55, except in certain circumstances:

  • The value of your investment across all your Allan Gray Retirement Annuity Fund accounts is below the minimum requirements applicable at the time, according to legislation (and you are not actively contributing).
  • You have emigrated from South Africa, as recognised by the South African Reserve Bank (SARB) for the purposes of exchange control, and your emigration application was submitted on or before 28 February 2021 and approved by the SARB on or before 28 February 2022; or if you have not been a South African tax resident for an uninterrupted period of at least three years on or after 1 March 2021; or if you have left South Africa at the expiry of a work or visit visa.
  • You have a divorce order.

If you are 55 years or older, refer to I want to retire from my retirement annuity.

Before you begin, please note that: 

  • You must check that your account number starts with AGPE or AGPR. You can check this by logging in to your online account.
  • Once you are a member of the preservation fund, you may only make one withdrawal of 100% or less per investment account before retirement.
  • You will not be able to make a withdrawal if you have previously made a withdrawal or if there are withdrawal restrictions imposed by the transferring fund.
  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS. The directive may not be altered, and your withdrawal instruction cannot be cancelled.

How can I submit my instruction?

You can complete and sign a Pension or Provident Preservation Fund withdrawal instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will I receive my money?

  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS. 
  • It takes a minimum of 10 business days to process a withdrawal from a preservation fund.

Before you begin, please note that:

  • You must check that your account number starts with AGEN. You can check this by logging in to your online account.
  • You may only make one withdrawal during the restriction period and the amount you may withdraw is limited.
  • A withdrawal may trigger a capital gains tax (CGT) event, as units need to be sold.

How can I submit my instruction?

You can complete and sign an Endowment withdrawal instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will I receive my money?

  • It takes approximately eight business days to process a withdrawal from an endowment.

 

Before you begin, please note that:

  • You must check that your account number starts with AGLA. You can check this by logging in to your online account.
  • You may only fully withdraw from the Allan Gray Living Annuity if the combined value across your past and present withdrawals from all your Allan Gray Living Annuity accounts is below R125 000, even if the value of one or more of your individual Allan Gray Living Annuity accounts is below R125 000.
  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS. The directive may not be altered, and your withdrawal instruction cannot be cancelled.

How can I submit my instruction?

You can complete and sign a Living Annuity withdrawal instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

 When will I receive my money?

  • Once we receive your withdrawal instruction and all required documents, we will apply for a tax directive from SARS.
  • It takes a minimum of 10 business days to process a withdrawal from a living annuity.

Can I withdraw from my offshore account?

  • You can access your money at any time.
  • There is no notice period.
  • Note that you must withdraw a minimum of US$400 per fund.

Before you begin, please note that:

  • You must check that your account number starts with AGOS. You can check this by logging in to your online account.
  • A withdrawal may trigger a capital gains tax (CGT) event, as units need to be sold.

How can I submit my instruction?

You can submit your instruction by logging in to your online account and clicking on:

  • Transact
  • Withdraw money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I receive my money?

  • Each offshore unit trust has different trading days.
  • When you submit your withdrawal instruction, our offshore team will confirm timelines.

What should I be aware of when withdrawing from my account?

  • Each plan comprises multiple underlying policies. You are only entitled to a single withdrawal per policy during the five-year restriction period, and the amount you may withdraw is limited. If the plan is not in a restriction period, you may make unlimited withdrawals.
  • There is no notice period.
  • You must withdraw a minimum of US$5 000 (or the equivalent in euros or British pounds) or R75 000.
  • You can specify the currency of your withdrawal as the fund currency, ZAR, USD, GBP or EUR.

Before you begin, please note that:

  • You must check that your account number starts with AGON. You can check this by logging in to your online account.
  • A withdrawal may trigger a capital gains tax (CGT) event, as units need to be sold. All CGT calculations will be done in US dollars.

How can I submit my instruction?

You can complete and sign an Offshore Endowment withdrawal instruction and email the form to instructions@allangray.co.za.

When will I receive my money?

  • Allan Gray will pay the proceeds due to you when it receives the proceeds from the sale of the units of the underlying funds from the investment managers. You will have the choice to either be paid a single payment per currency on receipt of the money from all the investment managers or multiple separate payments as the money is received from each investment manager.
  • You will normally receive your withdrawal within nine business days after the trade day, depending on the settlement day for the fund you have chosen to sell units from. It may take another three business days for the proceeds to reflect in your bank account.

Before you begin, please note that:

  • You must check that your account number starts with AGRA. You can check this by logging in to your online account.
  • You may only retire from age 55 onwards, or if the trustees of the Fund have approved your request for early retirement.
  • You can take a maximum of one-third of your retirement annuity as cash. You will need to transfer the remainder to an income-providing product such as a living annuity. You can take a higher proportion as cash if a portion of your investment has vested rights. You can also take your full investment as cash if the value without vested rights is R247 500 or less across your Allan Gray Retirement Annuity Fund accounts.
  • You must ensure that you understand the tax implications of taking a cash portion at retirement. We will apply for a tax directive from SARS once we receive your instruction. Once you have applied for a tax directive with SARS, it cannot be cancelled.

How can I submit my instruction?
You can complete and sign a Retirement notification and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will I receive my money?

  • Once we receive your retirement instruction and all required documents, we will apply for a tax directive from SARS.
  • It takes a minimum of 10 business days to process a retirement from a retirement annuity.
  • It will take an additional two business days to process your instruction if you have chosen the Allan Gray Living Annuity as your income-providing product.

Before you begin, please note that:

  • You must check that your account number starts with AGPE or AGPR. You can check this by logging in to your online account.
  • You may only retire from age 55 onwards, or if the trustees of the Fund have approved your request for early retirement.
  • You can take a maximum of one-third of your preservation fund as cash. You will need to transfer the remainder to an income-providing product such as a living annuity. You can take a higher proportion as cash if a portion of your investment has vested rights. You can also take your full investment as cash if the value without vested rights is R247 500 or less across your Allan Gray Pension or Provident Preservation Fund accounts.
  • You must ensure that you understand the tax implications of taking a cash portion at retirement. We will apply for a tax directive from SARS once we receive your instruction. Once you have applied for a tax directive with SARS, it cannot be cancelled.
  • Withdrawals only apply if there are no restrictions from your original pension or provident fund.

How can I submit my instruction?

You can complete and sign a Retirement notification and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will I receive my money?

  • Once we receive your retirement instruction and all required documents, we will apply for a tax directive from SARS.
  • It takes a minimum of 10 business days to process a retirement from a preservation fund.
  • It will take an additional two business days to process your instruction if you have chosen the Allan Gray Living Annuity as your income-providing product.

 

Before you begin, please note that:

  • You must check that your account number starts with AGTF. You can check this by logging in to your online account.
  • We will require proof of your bank details (e.g. bank statement), if not previously provided.
  • A clearance period will apply to units purchased via electronic collection.

How can I submit my instruction?

  1. You can submit your instruction by logging in to your online account and clicking on:
    •  Submit an instruction/transact
    • Withdraw money
  2. You can complete and sign a Tax-Free Investment withdrawal instruction and email the form to instructions@allangray.co.za  or send it via fax to 0860 000 655.

When will I receive my money?

The money will reflect in your bank account within five to six business days, provided you submit your instruction before 14:00.

Before you begin, please:

  • Check that your account number starts with AGUT or AGLP.
  • Note that you must add at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), you must add at least R500.
  • Note that money can be paid into our bank account via an electronic funds transfer (EFT), or we can collect the money from your bank account. We do not accept cheque deposits.

How can I submit my instruction? 

You can submit your instruction by logging in to your online account and clicking on:

  1. Transact
  2. Add money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I see the money on my Allan Gray statement?

  • If your account number starts with AGUT, the transaction will reflect on your statement in two business days, provided you submit your instruction and the money reflects in our bank account before 11:00 for the Allan Gray Money Market Fund, or before 14:00 for any other Allan Gray unit trust.
  • If your account number starts with AGLP, the transaction will reflect on your statement in three business days, provided you submit your instruction and the money reflects in our bank account before 14:00.
  • For electronic collections, we will collect the money from your bank account one business day after you submit your instruction.

Before you begin, please:

  • Check that your account number starts with AGRA. 
  • Note that you must add at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), you must add at least R500.
  • Note that your investment must comply with the prescribed legal investment limits.
  • Note that money can be paid into our bank account via an electronic funds transfer (EFT), or we can collect the money from your bank account. We do not accept cheque deposits.

How can I submit my instruction?

  • If the money is coming from your or a third-party bank account:

You can submit your instruction by logging in to your online account and clicking on:

  1. Transact
  2. Add money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

  • If the money is coming from a transferring fund:

You can complete and sign a Retirement Annuity Fund additional contribution from a transferring fund form and email the form to instructions@allangray.co.za.

When will I see the money on my Allan Gray statement?

  • You can expect the money to reflect on your statement in three business days, provided you submit your instruction and the money reflects in our bank account before 14:00.
  • For electronic collections, we will collect the money from your bank account one business day after you submit your instruction.

How can I submit my instruction?

You can only add money that comes from the same source as your existing preservation fund. To do so, you will need to follow a Section 14 transfer process.

Before you begin, please:

  • Confirm that your account number starts with AGEN.
  • Note that you must add at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), you must add at least R500.
  • Note that your additional contribution may trigger a new five-year restriction period or extend your existing restriction period. This happens when your contributions in the current policy year are greater than 120% of the higher of any of the previous two policy years' total contributions.
  • Note that money can be paid into our bank account via an electronic funds transfer (EFT), or we can collect the money from your bank account. We do not accept cheque deposits.

How can I submit my instruction?

You can submit your instruction by logging in to your online account and clicking on:

  1. Transact
  2. Add money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I see the money on my Allan Gray statement?

  • You can expect the money to reflect on your statement in three business days, provided you submit your instruction and the money reflects in our bank account before 14:00.
  • For electronic collections, we will collect the money from your bank account one business day after you submit your instruction.

You may only add to your living annuity with existing retirement savings. These can be retirement funds transferred from another company or from an Allan Gray retirement fund (accounts starting with AGPR, AGPE, AGRA).

Before you begin, please:

  • Check that your account number starts with AGLA.
  • Note that your additional contribution may increase your annuity income.

How can I submit my instruction?

You can complete and sign a Living Annuity additional contribution form and email the form to instructions@allangray.co.za.

How long will it take to process my additional contribution?

  • If your funds are being transferred from another company to Allan Gray, it will take approximately six to eight weeks to finalise your additional contribution. We will communicate with the transferring company on your behalf.

  • If you are retiring from an Allan Gray retirement fund and transferring your benefit to an Allan Gray Living Annuity, it will take up to 12 business days for the transaction to be finalised.

Before you begin, please:

  • Check that your account number starts with AGOS.
  • Note that you must invest a minimum of US$400 (or foreign currency equivalent) per unit trust.
  • Note that you will need to deposit the money into our offshore bank account, in the currency that your chosen fund(s) invest in. 
  • Note that should you be converting your rands, you may be required to apply for SARB approval and tax clearance. Need a foreign exchange service provider?

How can I submit my instruction?

You can submit your instruction by logging in to your online account and clicking on:

  1. Transact
  2. Add money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I see the money on my Allan Gray statement?

  • Each offshore unit trust has different trading days.
  • When you submit your additional contribution instruction, our Offshore team will confirm timelines.

Before you begin, please:

  • Check that your account number starts with AGON. You can check this by logging in to your online account.
  • Note that you must add at least US$5 000 (or the equivalent in euros or British pounds) or R75 000.
  • Note that deposits are accepted in rands, British pounds, US dollars or euros. The bank details will only be sent to you once an additional contribution instruction has been submitted online and Allan Gray is satisfied that all the required documentation has been received.
  • Note that should you be converting rands to foreign currency, you may be required to apply for tax clearance from SARS. Allan Gray can facilitate the conversion of your rands to foreign currency.
  • Note that your additional contribution may trigger a new five-year restriction period or extend your existing restriction period. This happens if, in any one policy year, you invest more than 120% of the higher of either of the previous two years’ contributions.
  • Each offshore fund has different trading days which will affect the processing time for your instruction.

How can I submit my instruction?

You can submit your instruction online. 

Before you begin, please:

  • Check that your account number starts with AGTF.
  • Note that you must add at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), you must add at least R500.
  • Note that you can invest up to R36 000 per year and R500 000 over your lifetime.
  • Note that we will collect the money from your bank account one business day after you submit your instruction. 

How can I submit my instruction?

You can submit your instruction by logging in to your online account and clicking on:

  1. Transact
  2. Add money

Never used your Allan Gray Online account before?

You will need to activate your online account. Have your ID number and mobile phone ready to complete this step. Once you have activated your online account, you can submit your instruction by following the above steps.

When will I see the money on my Allan Gray statement?

The transaction will reflect on your statement in three business days, provided you submit your instruction and the money reflects in our bank account before 14:00.

Before you begin, please:

  • Check that your account number starts with AGUT or AGLP.
  • Note that your debit order must be for at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), the debit order must be for at least R500.
  • Note that units bought via a debit order can only be withdrawn after 32 days.

How can I submit my instruction?

  1. You can submit your instruction online. 
  2. You can complete and sign a Debit Order Instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will my debit order be collected?

  • Debit orders are collected on the 1st or 15th of each month.
  • To start or change a debit order, you will need to submit your instruction before 14:00, three business days before your selected debit order date.

Before you begin, please:

  • Check that your account number starts with AGRA.
  • Note that your debit order must be for at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), the debit order must be for at least R500.
  • Note that your investment must comply with the prescribed legal investment limits.

How can I submit my instruction?

  1. You can submit your instruction online.
  2. You can complete and sign a Debit Order Instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will my debit order be collected?

  • Debit orders are collected on the 1st or 15th of each month.
  • To start or change a debit order, you will need to submit your instruction before 14:00, three business days before your selected debit order date.

Before you begin, please:

  • Check that your account number starts with AGEN.
  • Note that your debit order must be for at least R1 000. If the investment is in the name of an investor younger than 18 (i.e. a minor), the debit order must be for at least R500.
  • Note that your debit order may trigger a new five-year restriction period or extend your existing restriction period. This happens when your contributions in any policy year are greater than 120% of the higher of any of the previous two policy years' total contributions.

How can I submit my instruction?

You can complete and sign a Debit Order Instruction and email the form to instructions@allangray.co.za, or send it via fax to 0860 000 655.

When will my debit order be collected?

  • Debit orders are collected on the 1st or 15th of each month.
  • To start or change a debit order, you will need to submit your instruction before 14:00, three business days before your selected debit order date.

How can I submit my instruction?

  1. You can submit your instruction online. 
  2. You can complete the personal details section of the Change in investor details form. If you are invested in the Allan Gray Offshore Endowment, you can complete the contact details section of the Offshore Endowment change in investor details form.
  3. Email the completed form to instructions@allangray.co.za or send it via fax to 0860 000 655.

How do I know that my email address has been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Investor details' section on your online account.

Before you begin, please:

  • Note that for a change in residential or registered address, you will need to provide proof of address that is less than three months old. 
  • Note that you can refer to Annexure A for a list of documents that we will accept as proof of address. If you are invested in the Allan Gray Offshore Endowment, refer to the Offshore Endowment documents required to verify an investor’s identity document for a list of documents that we will accept as proof of address.

How can I submit my instruction?

How do I know that my address has been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Investor details' section on your online account.

How can I submit my instruction?

How do I know that my contact details have been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Investor details' section on your online account. 

Before you begin, please:

  • Make sure you have proof of your bank account. This can be a recent bank statement.

How can I submit my instruction?

How do I know that my bank details have been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Account details' section on your online account. 

Before you begin, please note:

  • If you are changing your name or surname, we require a signed copy of your South African ID or passport. If you are invested in the Allan Gray Offshore Endowment, we require a colour copy of your South African ID or passport (if no South African ID) with three specimen signatures.
  • If you are changing your surname after marriage, we require a copy of your marriage certificate.

How can I submit my instruction?

How do I know that my personal details have been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Investor details' section on your online account.

How can I submit my instruction?

How do I know that my tax number has been updated?

  • We will email or post you confirmation of the change within two business days, provided you submit your instruction before 14:00.
  • The change will also reflect in the 'Investor details' section on your online account.

How can I submit my instruction?

  • If you would like to change the communication method (post or email) for communications from Allan Gray, please complete the communication details section of the Change in investor details form. If you are invested in the Allan Gray Offshore Endowment, the only communication method is email.
  • You can email the form to instructions@allangray.co.za or send it via fax to 0860 000 655.

Before you begin, please:

  • Check that your money with the external company is invested in a pension fund, provident fund or retirement annuity.
  • Check that your investment amount is R50 000 or more. If the investment is in the name of an investor younger than 18 (i.e. a minor), check that the investment amount is R20 000 or more.
  • Note that your investment with Allan Gray must comply with prescribed legal investment limits. 
  • Note that some companies charge an exit penalty when you transfer your retirement fund to another company. Please confirm any cost implications before you start the process.
  • Note that you will need an investment overview to complete this instruction. This is available from your financial adviser or our Client Service Centre.

How can I submit my instruction?

  1. Obtain a transfer instruction from the company you will be transferring from.
  2. Submit a signed letter instructing your current company to transfer your retirement fund to Allan Gray. The letter should include the date, your name, the policy number and name of the transferring fund, and must state that you will be transferring to the Allan Gray Retirement Annuity.
  3. Complete an Allan Gray Retirement Annuity Application Instruction.
  4. Send the form(s) and supporting documents listed on the cover page of the form to instructions@allangray.co.za or fax to 0860 000 655.

When will I see the money on my Allan Gray statement?

  • Transfers are an administratively intense process. Each company has different requirements and procedures. The timeframe for a transfer depends largely on the transferring company and in some cases the Registrar of Pension Funds (the Registrar).
  • Transfers may take up to six months to complete before the investment will reflect on your statement.

Before you begin, please:

  • Check that your money with the external company is invested in a pension fund or provident fund.
  • Check that your investment amount is R50 000 or more.
  • Note that your investment with Allan Gray must comply with the prescribed legal investment limits.
  • Note that some companies charge an exit penalty when you transfer your retirement fund to another company. Please confirm any cost implications before you start the process.

  • Note that you will need an investment overview to complete this instruction. This is available from your financial adviser or our Client Service Centre. 

How can I submit my instruction?

  1. Obtain a transfer instruction from the company you will be transferring from.
  2. Submit a signed letter instructing your current company to transfer your retirement fund to Allan Gray. The letter should include the date, your name, the policy number and name of the transferring fund, and must state that you will be transferring to the Allan Gray Pension Preservation Fund or the Allan Gray Provident Preservation Fund.
  3. Complete an Allan Gray Preservation Fund Application Instruction.
  4. Send the completed form to instructions@allangray.co.za or fax the form to 0860 000 655.

When will I see the money on my Allan Gray statement?

  • Transfers are an administratively intense process. Each company has different requirements and procedures. The timeframe for a transfer depends largely on the transferring company and in some cases the Registrar of Pension Funds (the Registrar).
  • Transfers may take up to six months to complete before the investment will reflect on your statement.

Before you begin, please : 

  • Confirm that you have a pension, provident, preservation or retirement annuity fund which you would like to receive an income from.
  • Ensure that you are eligible to retire from the product that you are invested in.
  • Ensure that your investment amount is R125 000 or more.
  • Note that you will need an investment overview to complete this instruction. This is available from your financial adviser or our Client Service Centre.

How can I submit my instruction?

  1. Complete a Living Annuity Application Instruction.
  2. If you are transferring from an external company, please provide a declaration / Recognition of Transfer (ROT) from the external company.
  3. Provide proof of your banking details as listed in section 5 of the application form.
  4. Send the above documents to instructions@allangray.co.za or fax to 0860 000 655.

When will I see the money on my Allan Gray statement?

  • We will liaise with the external company to transfer your investment to our platform.
  • If the instruction and documents are received before 14:00 on a business day, we will start processing on that business day.
  • If your funds are being transferred from another company to Allan Gray, it will take approximately six to eight weeks to finalise your transfer.

Before you begin, please:

  • Check that your money with the external financial service provider is invested in a tax-free savings or investment account.
  • Check that your investment amount meets our transfer minimums:
    • If you do not have an existing tax-free investment with us the minimum is R36 000 or R1 000 if you set up a debit order of R1 000 per month or more.
    • If you have an existing Allan Gray Tax-Free Investment the minimum is R1 000. 
    • If you are investing in the name of an investor younger than 18 (i.e. a minor), these minimums differ. 

How can I submit my instruction?

  1. If you do not have an Allan Gray Tax-Free Investment complete the Transfer request for New Tax-Free Investment form.
  2. If you have an Allan Gray Tax-Free Investment complete the Transfer request for Existing Tax-Free Investment form.
  3. Send the form(s) and supporting documents listed on the cover page of the form to instructions@allangray.co.za or fax to 0860 000 655.
  4. We will contact you if there are any outstanding requirements, otherwise we will contact the transferring service provider to process the transfer to your Allan Gray tax-free investment. 

When will I see the money on my Allan Gray statement?

  • The timeframe for a transfer to be completed by the transferring service provider is 10 days from receipt of instruction and all outstanding documents. We will invest your money as soon as we receive the cash from the transferring service provider, together with the transfer certificate.
  • Regulation restricts the processing of transfers during the last 10 business days of the tax year. Your transaction will be delayed if you submit a transfer during this freeze period. 

You can transfer all or part of your investment to another financial services provider. A minimum of R20 000 must remain in your Allan Gray Tax-Free Investment Account for partial transfers. 

How can I complete the process?

  1. Obtain a transfer instruction from the service provider you will be transferring to.
  2. After completing the form, send the instruction to the receiving service provider. They will inform you if you need to send the form to us. Otherwise, they will contact us to process the transfer.
  3. If required, send the form(s) and supporting documents to instructions@allangray.co.za or fax to 0860 000 655.
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The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or 
(b) I do not reside in the Republic of South Africa; or 
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and 
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and 
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.

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