Application Forms

• Investec Bond application form

IMS Combined Terms

• IMS Combined Terms Document

Additional investment forms for existing investors

• Addition form
• Bulk income change request form
• Bulk switch instruction
• Change of details form
• Change/confirmation of personal details form
• FundSelect fee rebate form
• Once-off debit instruction
• Switch and redemption instruction
• Transferring between product platforms

Checklists

• Business documentation checklist
• FICA documentation checklist
• FICA independent financial advisor declaration

List of Funds

• FundChoice List of Funds
• FundSelect fee rebate information document
• FundSelect list of funds
• iSelect list of Funds

Miscellaneous

• Bulk income change request form
• Bulk switch instruction
• Cancellation of financial service provider
• Change of financial services provider
• Corporate Resolution
• Dividends Tax Declaration
• FICA documentation checklist
• FICA independent financial advisor declaration
• FundSelect fee rebate form
• FundSelect fee rebate information document
• Notification of cession form
• Trust resolution

Transfer Forms

• Transferring between product platforms