Practice notes
- Practice Note 138 - Life Annuities Income In Advance - Apr 04
- Practice Note 139 - Licensing requirements in terms of the FAIS Act - Jun 04
- Practice Note 140 - Transacting with existing clients in terms of the FIC Act - Jun 04
- Practice Note 141 - FundSelect fee increase - Jul 04
- Practice Note 142 - New global strategy team focus - Jul 04
- Practice Note 143 - Statement by Transferring Fund (STF) including Affidavit - Jul 04
- Practice Note 144 - Switches & new business into international funds within RA's & preservation funds - Oct 04
- Practice Note 144a - Switches into international funds within life annuities & Investec Access - Nov 04
- Practice Note 144b - New business/switches into funds with international exposure - April 05
- Practice Note 144c - New business/switches into funds with international exposure - May 2008
- Practice Note 145 - Transacting with existing clients in terms of the FIC Act - Oct 04
- Practice Note 147 - FundSelect to offer performance-based fees on selected Investec Unit Trusts - Dec 04
- Practice Note 148 - FSP Licenses - Dec 04
- Practice Note 149a - Class initial fees reduced to 0.25% (ex VAT) - Feb 05
- Practice Note 150 - Ballot results: Changes to Investec Index, Worldwide & Global Multi-Manager Funds - Mar 2005
- Practice Note 151 - Tax on unclaimed benefits affecting retirement annuities & preservation funds - Apr 05
- Practice Note 152 - Rejections in terms of the FIC Act - Apr 05
- Practice Note 153 - Investec Global Balanced Fund & Investec Global Balanced Feeder Fund - Jun 05
- Practice Note 154 - Reduction in annual performance fees on selected Investec Unit Trusts on FundSelect - Jul 05
- Practice Note 155 - New cut-off time for submission of linked product instructions - Oct 05
- Practice Note 156 - New business & FIC Act documentation - Jan 06
- Practice Note 157 - Third party payments - voluntary investments - Feb 06
- Practice Note 157a - Third party payments - voluntary investments - Jun 06
- Practice Note 157b - Third party payments from investments - Apr 08
- Practice Note 158 - Once-off withdrawals from preservation funds - Apr 06
- Practice Note 159 - Income levels for Investec Living Annuities - Jun 06
- Practice Note 160 - Section 14 (Pension Funds Act) transfers out form - Jun 06
- Practice Note 161 - Addendum A to General Note GN 16 - Commutation of Small Annuities - Jul 06
- Practice Note 162 - Procedure in respect of requests for cancellation & re-application for tax directives - Jul 06
- Practice Note 163 - Voluntary Purchase Annuities - Jul 06
- Practice Note 164 - Joint investment ownership - September 2006
- Practice Note 165 - Capital Gains Tax (CGT) on intra-class switches - Nov 06
- Practice Note 166 - Independent Financial Advisors (IFAs) initial fees & commission in respect of transfers - Dec 06
- Practice Note 167 - Discontinuation of financial advisor fees in the event of the investors death - Dec 06
- Practice Note 168 - Unallocated deposits - return to source - Dec 06
- Practice Note 170 - Addendum C to RF198 - Jul 07
- Practice Note 171 - Investec living annuities - change in income rate limits as per SARS - Mar 07
- Practice Note 172 - Financial advisors & Exemption 4 of FIC Act - May 07
- Practice Note 173 - Financial advisor annual fees to appear on client statements - Jun 07
- Practice Note 174 - Surplus benefits - Jun 07
- Practice Note 175 - Section 14 transfers from CRAF & PPS into the Investec Investment Linked RA Fund - July 2007
- Practice Note 176 - Change in age of majority - Aug 07
- Practice Note 177 - Fee reduction - Global Opportunity Income Fund of Funds - Aug 07
- Practice Note 178 - Transfers from GEPF into IPPP - Aug 07
- Practice Note 179 - Closure of Allan Gray funds on FundSelect - Oct 07
- Practice Note 180 - Bonus rates change for the Fully Vested and the Flexible Fully Vested Bonus Funds - Jan 08
- Practice Note 181 - Divorce orders - February 2008
- Practice Note 182 - Commutation of small annuities - Mar 08
- Practice Note 182a - Commutation of small annuities - Apr 08
- Practice Note 183 - Valuation exemption of our retail retirement funds - Apr 08
- Practice Note 184 - Addendum D and E to RF1/98 - Apr 08
- Practice Note 185 - Dealing suspended for a limited period - Jun 08
- Practice Note 186 - Foreign exposure limit relaxed on certain Investec unit trust funds - June 2008
- Practice Note 187 - Recent amends to tax legislation affecting retirement funds and living annuities - August 2008
- Practice Note 188 - Compulsory retirement – over 70 years of age
- Practice Note 189 - Investec FundChoice platform – Ensuring greater transparency of costs - October 2008
- Practice Note 190 - Name change of Investec Trio Fund – Ensuring greater transparency of costs - October 2008
- Practice Note 190 - Trio Fund Name Change - Oct 08
- Practice Note 191 - Merrill Lynch Global Allocation Fund Name Change - Nov 08
- Practice Note 191 - Name change of Merrill Lynch Global Allocation Fund offered in Global Access - October 2008
- Practice Note 192 - Recent legislative changes in respect of retirement funds - November 2008
- Practice Note 193 - Commutations and income levels in respect of living annuities
- Practice Note 195 - Bonus rate change for the Fully Vested and Flexible Fully Vested Bonus Funds
- Practice Note 196 - New inflation measure for the Investec Opportunity Fund - March 2009
- Practice Note 197 - Cash Plus Funds Prospectus change - April 2009
- Practice Note 198 - Alteration of Living Annuity draw-down percentages - June 2009
- Practice Note 199 - Cessation of annual financial adviser fees - June 2009
- Practice Note 200 - The Glanmore Property Fund Limited: capital raising initiative - June 2009
- Practice Note 201 - The Glanmore Property Fund Limited: capital raising initiative - July 2009
- Practice Note 202 - Taxation of retirement fund benefits - November 2009
- Practice Note 203 - Pre-retirement withdrawal from a retirement annuity fund on emigration - November 2009
- Practice Note 204 - Qualifying Recognised Overseas Pension Schemes (“QROPS”) - February 2010
- Practice Note 205 - Change to income percentage & income frequency outside of anniversary date - June 2010
- Practice Note 206 - Transfer of business from Investec Employee Benefits to IAL - June 2010
- Practice Note 207 - Once-off debits - June 2010
- Practice Note 208 - Requests for cancellation of and/or re-application for tax directives (estimate) - July 2010
- Practice Note 209 - Payment of adviser fees and investment instructions on death of an investor - September 2010
- Practice Note 210 - Introduction of model portfolio numbers to model portfolio names - September 2010
- Practice Note 211 - ASISA standard on living annuities - September 2010
- Practice Note 212 - ASISA standard on living annuities - October 2010
- Practice Note 213 - Adjustment to performance fee calculation method for various Investec funds - December 2010
- Practice Note 214 - Dealers Terms Defaults - January 2011
- Practice Note 214 - Special offer: reduction of initial charge on offshore fund - January 2011
- Practice Note 215 - Foreign exposure limits for IMS products January 2011
- Practice Note 216 - Submission of instructions using current forms - March 2011
- Practice Note 217 - IFA's initial fees/commission in respect of transfers - March 2011
- Practice Note 218 - Minimum investment on the Investec Investment Linked Life Annuity - March 2011
- Practice Note 219 - Regulation 28 member-level compliance for IMS investors - March 2011
- Practice Note 220 - Investec living annuity beneficiary options on death of the annuitant - May 2011
- Practice Note 220a - Investec living annuity beneficiary options on death of the annuitant - May 2011
- Practice Note 221 - Withdrawal of SARS Practice Note RF1/98 and issue of Practice Note RF1/2011 - May 2011
- Practice Note 222 - Launch of new quarterly statements - July 2011
- Practice Note 223 (b) - Dividend Tax - Annexure 1
- Practice Note 223 (b) - Dividend Tax - Annexure 2
- Practice Note 223 (b) - Dividend Tax - February 2012
- Practice Note 223 (b) - Dividend Tax FAQ
- Practice Note 223 - Declaration and undertaking for exemption (Portfolio Products)
- Practice Note 223 - Declaration and undertaking for exemption (Unit Trusts)
- Practice Note 223 - Dividend Withholding Tax - January 2012
- Practice Note 224 - Amendment to exchange control rulings - January 2012
- Practice Note 225 - Section 14 transfers - February 2012
- Practice Note 226 - Cheque item limit reduction - February 2012
- Practice Note 227 - Access policies: Process change on death of policyholder - March 2012
- Practice Note 228 - Dividend withholding tax - March 2012
- Practice Note 229 - Investec living annuity beneficiary options on the death of the annuitant - March 2012
- Practice Note 230 - Transfers between retirement funds - April 2012
- Practice Note 231 - Change to debit order bank referencing - August 2012
- Practice Note 232 - Amendments to the Collective Investment Schemes Control Act - August 2012
- Practice Note 233 - Initial adviser fees in respect of transfers to beneficiaries
- Practice Note 234 - Third party debit orders
- Practice Note 235 - IMS Combined Terms Document
- Practice Note 236 - Withdrawal of SARS Practice Note
- Practice Note 237 - IMS Products: New application/addition forms and default in respect of initial and annual adviser fees
- Practice Note 237(a) - IMS Products: Use of latest transaction forms and default initial and annual adviser fees
