Application Forms

• Investment Linked Preservation Fund/Retirement Annuity application form
• Retirement Fund Portfolio application form

IMS Combined Terms

• IMS Combined Terms Document

Additional investment forms for existing investors

• Addition form
• Change of details form
• Change/confirmation of personal details form
• Investment Linked Preservation Funds form for once-off withdrawals or retirement
• Investment Linked Preservation Funds/Investment Linked Retirement Annuity Fund Section 14 transfer out form
• Investment Linked Retirement Annuity Fund form for retirement
• Once-off debit instruction
• Section 14 IFA Fee Authorisation Form
• Section 14 transfer out form
• Switch and redemption instruction
• Transferring between product platforms

Rules

• Rules of the Investec Investment Linked Retirement Annuity Fund

Checklists

• Business documentation checklist
• FICA documentation checklist

List of Funds

• FundChoice List of Funds
• FundSelect list of funds
• iSelect list of Funds

Miscellaneous

• Cancellation of financial service provider
• Change of financial services provider
• Corporate Resolution
• FICA documentation checklist
• Ill Health Retirement Form
• Section 14 transfers to Investec Investment Management Services
• Section 37(2) transfers to Investec Investment Management Services
• Trust resolution

Transfer Forms

• Transferring between product platforms