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ADVISERS 

Excellence powered by people, performance and capabilities

At the core of everything we do is our commitment to the people we serve. Not numbers, but individuals who deserve the very best skills, knowledge and insights to aid their journey to the exceptional. Absa Investments provide you with innovative solutions to assist you and your clients in the construction of goal-driven investment portfolios.

  • Latest Fund Fact Sheets
  • Forms
  • Products
  • Application Forms

    Forms Download

     

    Unit Trust Application Form

     

     Absa 1095 EX

     

    Unit Trust Redemption Form

     

    Absa 4596 EX

     

    Institutional Unit Trust Application Form

     

     Absa 4490 EX
    Enhanced Outcome for Legal Entities Absa 7337 EX
    One Investment form for Individuals Absa 6916 EX Glacier 6916 EX

     

    One Investment form for Legal Entities

     

    Absa 6915 EX Glacier 6915 EX
  • Supplementary Forms - Unit Trust

    Forms Download

     

    Unit Trust Switch Form

     

     Absa 4598 EX

     

    Unit Trust Debit Order Form

     

     Absa 5912 EX

     

    Unit Trust Redemption Form

     

     Absa 4596 EX

     

    Transfer of Ownership Form

     

     Absa 4599 EX

     

    Dividend Tax Refund Request Form

     

     Absa 5134 EX

     

    Dividend Tax Declaration Form

     

     Absa 5191 EX

     

    Legal Person Form

     

     Absa 6279 EX

     

    Tax Self-certification and Declaration Form - Natural Persons

     

     Absa 6280 EX

     

    Additional Investments and Debit Order Form (Financial Adviser)

     

     Absa 4593 EX

     

    Change of Details Notice Form

     

     Absa 4594 EX

     

    Security Cession Notice Form

     

     Absa 4595 EX

     

    Additional Investments Non-Individuals

     

     Absa 6692 EX
  • Supplementary Forms - Absa Investment Management Services & Glacier

    Forms Download
    Absa 6916 One Investment Application Individuals
    Download Document
    Absa 6915 One Investment Application form for Legal Entities Download Document
    Absa 7337 Enhanced Outcome New Business form   Download Document
    Absa  5155 EX (CPA) Additional Investments Download Document
    Absa 4690 EX (CPA) Investment Amendment Request Download Document
    Absa  4691 EX (CPA) Repurchase and ETF Request                                        
    (only applicable to Discretionary & Endowments)    
    Download Document
    Absa 5254 EX Power of Attorney Download Document
    Absa 5255 EX Beneficiary Nomination Form Download Document
    Absa  5135 EX Death Claim Request       Download Document
    Absa 5452 EX Cession Form Download Document
    Absa 5455 EX Cession Form - Guaranteed Range of Products       Download Document
    Absa 3121 EX Physical Site Visit Conducted for Verification Purposes       Download Document
    Absa 6228  EX CPA Client Static Amendment Request Form Download Document
    Absa 5120 EX Debit Order Authorisation Form Download Document
    Absa 7083 Direct Debit Request Form Download Document
    Absa 7327 EX Affidavit to confirm dependents Download Document
    Absa 3874 EX Declaration to confirm Residential address by Co-habitant, Homeowner, Parent and Employer by Co-habitant, Home Owner or Employer         Download Document
    Glacier 6755 EX Dividends Withholding Tax - Declaration For Exemption Download Document
    Glacier 6754 EX Dividends Withholding Tax - Declaration For Reduced Rate    Download Document
    Glacier 5155 EX (CPA)  Additional Investments Download Document
    Glacier 6515 EX Tax Free Savings Account Transfer Request Form Download Document
    Glacier 4690 EX (CPA)  Investment Amendement Request Download Document
    Glacier  4691 EX (CPA) Repurchase and ETF Request (only applicable to Discretionary & Endowments) Download Document
    Glacier 5254 EX Power of Attorney         Download Document
    Glacier 5255 EX Beneficiary Nomination Form Download Document
    Glacier 4743 EX Switch Request Download Document
    Glacier 6629 EX Transfer of Unit Trust Funds / Securities Download Document
    Glacier 4692 EX (CPA) Withdrawal / Retirement Request (only applicable to Contractual Products) Download Document
    Glacier 4740  EX (CPA) Contractual Transfers In and Out Download Document
    Glacier 5153 EX Death Claim Request Download Document
    Glacier 5452 EX Cession Form Download Document
    Glacier 4735 EX (CPA) Section 14 Retirement Annuity Ongoing Fee Authorisation Transfers - Broker Ongoing Fee Authorisation Download Document
    Glacier 6228 EX Client Static Amendment Form Download Document
    Glacier 7083 Direct Debit Request Form Download Document
    Glacier 7327 Affidavit to confirm dependents Download Document
    Glacier 6916 Absa Islamic Investment Plan Download Document
    Absa 7655 EX Gen Resolution Download Document
    Glacier 7655 Gen Resolution Download Document
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