Documents

Download Forms, Guides and Documents (PDFs)

Application and Additional Contributions for all Plans

The following forms need to be completed and provided to us for any Product

Application form

Customer due diligence form

Additional contribution form

Select fee schedule

Advanced Fee Schedule

Advanced plus fee schedule

Access fee schedule

Activity fee schedule

Changes to your Plan

When making any changes to your Plan, please complete the relevant forms below

Changes to your Personal Details Form

Financial Adviser Selection Form

Discretionary Investment Manager Selection Form

Nomination of beneficiaries form

Self-certification for individuals form

Change of Investment Provider Form

Letter of Authority

Fee Confirmation Form

Death Notification Form

Benefits and Distributions

Benefit application form

Distributions from a trust

You will need to provide the Trustees with a Letter of Wishes for a trust distribution. Please contact trust@trustandpension.com for more information.

Guidance and Helpful Notes

Digital Certification Process Guide

Investment Guidelines

Receiving Benefits from a Deceased Member's Pension or Retirement Plan

Guide to digitally certifying your proof of identification and address

Digital signature guide

Additional contribution guidance

Source of Funds Guidance

Document Certification Aid

FATF Grey Listing Due Diligence for South African Residents Guide

Important Documents

Terms

Client Money Policy

Investment Transaction Policy

Complaints Policy

Protection of Personal Information Act Policy

Treating Clients Fairly Statement

The Promotion of Access to Information Act

Private Client Cash Balance Policy