Transactions, forms and documents

We are going paperless

You can use your Allan Gray Online account to safely and securely submit instructions. In our move to go paperless, we will be phasing out various forms in the coming months.

Unit Trust

Application for individual investors (Allan Gray Unit Trust)

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

If you are a financial adviser, you can access this form through your Allan Gray Online account.

Application for individual investors (Allan Gray Investment Platform)

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

If you are a financial adviser, you can access this form through your Allan Gray Online account.

Application for legal entities (Allan Gray Unit Trust)

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

If you are a financial adviser, you can access this form through your Allan Gray Online account.

Application for legal entities (Allan Gray Investment Platform)

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

If you are a financial adviser, you can access this form through your Allan Gray Online account.

Acting on behalf of the investor

Additional contribution

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Debit order

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Withdrawal

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Allan Gray inter-product withdrawal

Interproduct withdrawal into the Offshore Endowment

Internal transfer instruction

Security cession notice

Unit transfer to the Allan Gray Investment Platform

Joint address declaration

Rebalance instruction

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Namibian collection mandate

Third-party contributor details

Terms and conditions (Allan Gray Unit Trust)

Terms and conditions (Allan Gray Investment Platform)

Local fund list

Allan Gray Retirement Annuity Fund

Application

Acting on behalf of the investor

Additional contribution from a bank account

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Additional contribution from a transferring fund

Debit order

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Rebalance instruction

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in

Withdrawal - two-pot savings component

This instruction can only be submitted online using your secure Allan Gray Online account. There is no downloadable form available for this instruction.

Withdrawal

This form cannot be used for a two-pot savings component withdrawal. Withdrawals from a two-pot savings component can only be completed online, using your secure Allan Gray Online account.

Intercomponent transfer

Retirement notification

Change in details of nominees for retirement funds

Request for approval of early retirement

Annual Fee renewal instruction

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Government Employees Pension Fund transfer details

SARS simulation request form

Retirement Funds transfer out instruction

Declaration of Non-South African tax residency

Third-party contributor details

Conditions of membership

Local fund list

Allan Gray Tax-Free Investment Account

Application

This instruction can only be submitted online using your secure Allan Gray Online account.

Additional contribution

This instruction can only be submitted online using your secure Allan Gray Online account.

Switch

This instruction can only be submitted online using your secure Allan Gray Online account.

Withdrawal

This instruction can only be submitted online using your secure Allan Gray Online account.

Change in details of beneficiaries for the Allan Gray Tax-Free Investment

Acting on behalf of the investor

Change in investor details

Joint address declaration

Third-party contributor details

Tax-Free Investment unit trust list

Terms and conditions

Living Annuity

Application

Application for trusts

Acting on behalf of the investor

Additional contribution

Withdrawal

Withdrawal for trusts

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in

Change in details of beneficiary

SARS simulation request form

Living Annuity transfer out instruction

Opt out of the SARS fixed tax rate instruction

Terms and conditions

Local fundlist

Allan Gray Pension and Provident Preservation Funds

Application

Acting on behalf of the investor

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Rebalance instruction

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in

Retirement notification

Withdrawal - two-pot savings component

This instruction can only be submitted online using your secure Allan Gray Online account. There is no downloadable form available for this instruction.

Withdrawal

This form cannot be used for a two-pot savings component withdrawal. Withdrawals from a two-pot savings component can only be completed online, using your secure Allan Gray Online account.

Intercomponent transfer

Change in details of nominees for retirement funds

Request for approval of early retirement

Government Employees Pension Fund transfer details

SARS simulation request form

Retirement Funds transfer out instruction

Declaration of Non-South African tax residency

Conditions of membership for the Pension Preservation Fund

Conditions of membership for the Provident Preservation Fund

Local fund list

Local endowment

Application for individual investors

Application for legal entities

Acting on behalf of the investor

Additional contribution

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Debit order

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Withdrawal

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Phase-in

Outright cession

Security cession notice

Change in details of beneficiaries

Joint address declaration

Namibian collection mandate

Third-party contributor details

Terms and conditions

Local fund list

Allan Gray Offshore Endowment

Application

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Additional contribution

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Withdrawal

External unit transfer to the Offshore Endowment

Acting on behalf of the investor

Additional beneficiary appointments

Additional lives assured

Beneficiary controller details

Change in investor details for individual investors

Change in investor details for legal entities

Controller details for legal entities

Controller details for individuals

Joint address declaration

Preferred fee fund

Single discretionary allowance declaration

Terms and conditions

Offshore Endowment fund list

How to invest in the Allan Gray Offshore Endowment

Offshore

Offshore via Allan Gray Investment Platform

Application for individual investors

Complete this form if you are attending to your own currency conversion or already have foreign currency to invest.

Application for individual investors (Rands)

Complete this form if you are using your R1 million offshore allowance and would like Allan Gray to facilitate the conversion of your rands into the applicable currency of the unit trust(s) you would like to invest in.

Application for legal entities

Additional contribution

If you are attending to your own currency conversion or already have foreign currency to invest.

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Additional contribution for individual investors (Rands)

If you are using your R1 million offshore allowance and would like Allan Gray to facilitate the currency conversion of your rands into the applicable currency of the unit trust(s) you would like to invest in.

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Acting on behalf of the investor

Switch

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Preferred fee unit trust

Withdrawal

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Internal transfer instruction

Internal unit transfer to the Offshore Endowment

Interproduct withdrawal into the Offshore Endowment

Security cession notice

Joint address declaration

Single discretionary allowance declaration

Instruction to transfer money to Allan Gray Investment Services

Allan Gray Africa Bond Fund declaration

Terms and conditions

Offshore fund list

Investing offshore directly with Orbis

Account opening package for individual investors

Account opening package for legal entities

Subscription

Switch

Transfer

Joint mandate

Redemption

Change of contact details

Online services

General information booklet - Orbis funds

General information booklet - SICAV

Orbis Global Equity Fund introductory booklet

Orbis SICAV Emerging Markets Equity Fund introductory booklet

Orbis SICAV Japan Equity Fund introductory booklet

Orbis SICAV Global Balanced Fund introductory booklet

Orbis Optimal SA Fund prospectus

Investing offshore directly with Allan Gray Australia

Application - Allan Gray Australia Balanced Fund including Product Disclosure Statement

Application - Allan Gray Australia Equity Fund (Class A) including Product Disclosure Statement

Application - Allan Gray Australia Equity Fund (Class B) including Product Disclosure Statement

Application - Allan Gray Australia Stable Fund including Product Disclosure Statement

Additional Investment

Redemption

ID form Companies

ID form Individual and Sole Traders

ID form Trust and Trustees

South African financial adviser registration form

Product Disclosure Statement - Allan Gray Australia Balanced Fund

Product Disclosure Statement - Allan Gray Australia Equity Fund (Class A)

Product Disclosure Statement - Allan Gray Australia Equity Fund (Class B)

Product Disclosure Statement - Allan Gray Australia Stable Fund

Information Booklet (to be read in conjunction with the Funds' Product Disclosure Statement)

Direct debit request service agreement

Getting your document certified

Allan Gray Umbrella Retirement Fund

Member exit instruction

Member transfer instruction

Withdrawal - two-pot savings component

This instruction can only be submitted online using your secure Allan Gray Online account. There is no downloadable form available for this instruction.

Umbrella Retirement Fund retirement notification

Intercomponent transfer

Change in details of nominees for retirement funds

Request for approval of early retirement

Employee admission of liability and acknowledgement of debt

Request to withhold member benefit

Portal paypoint and authorised user instruction

Change in scheme details for the Umbrella Retirement Fund

SARS simulation request form

Member switch instruction

This instruction can be submitted online using your secure Allan Gray Online account. We no longer have a downloadable form available for this instruction.

Member information update

Member information booklet

New joiner information

Employee retirement benefits: Employer duties

Terms and conditions

Approved risk terms and conditions

Portfolio list

Umbrella Retirement Fund responsible investing

Allan Gray Group Retirement Annuity

Group Retirement Annuity application

This instruction can be submitted online using the Allan Gray Group Retirement Annuity Administration System. We no longer have a downloadable form available for this instruction.

If you are a financial adviser, you can access this form through your Allan Gray Online account.

Withdrawal - two-pot savings component

This instruction can only be submitted online using your secure Allan Gray Online account. There is no downloadable form available for this instruction.

Acting on behalf of the investor

Group Retirement Annuity change in contribution/employer

Change in details of nominees for retirement funds

Group Retirement Annuity system authorised user application

Employer Registration for the Group Retirement Annuity System

Fund lists

Local fund list

Offshore fund list

Offshore Endowment fund list

Tax-Free Investment unit trust list

Umbrella Retirement Fund Investment portfolio list

Request for a financial services provider (FSP) contract

Addition of financial adviser to existing financial services provider contract

Addition of financial adviser assistant to existing financial services provider contract

Addition of juristic representative to existing financial services provider contract

Change in financial services provider/financial adviser/assistant details

Financial adviser appointment or fee change

Offshore Endowment financial adviser appointment or fee change

Terms and conditions for a financial services provider

Terms and conditions for a non-residential financial services provider

Change in investor details for individual investors

Change in investor details for legal entities

Change in tax details for individual investors

Change in tax details for legal entities

Online- account registration

Online - application to submit instructions

Online authorisation - investor

Online authorisation - adviser

Online - investor authorisation for financial adviser to submit instructions online

Joint address declaration

Understanding the death claims process of retirement funds

Death claims for retirement funds

Death Claims - Annexure A

Death Claims - Annexure B

Death Claims - Annexure C

Death Claims - Annexure D

Death Claims - Annexure E

Death Claims – Annexure F

SARS tax simulation request – death benefit due to beneficiaries

Lump sum payments and tax directives

Savings withdrawal benefits and tax directives

Withholding tax annexure

Opt out of the SARS fixed tax rate instruction

Third-party contributor annexure

Transactions, forms and documents

We are going paperless

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