Document hub
Forms, documents and disclosures
Alexander Forbes Offshore
- Offshore International Group Pension Plan (AFCI brochure for SA and non-SA Corporate Pension Schemes)
- Offshore International Personal Pension Plan (AFCI brochure for SA and non-SA Individual Pension Arrangements)
- Offshore Retirement Savings Plan (AFCI brochure for SA and non-SA Corporate Saving Plans)
New Investor
- Strategic Range - Application form for individual investors (for SA individual investors)
- Strategic Range - Application form for legal entities (for SA legal entity investors)
- Strategic Range - Joint address (for SA individual investors)
- Strategic Range - Self-certification for foreign individuals (for non-SA individual investors)
- Strategic Range - Self-certification for joint investors (for SA individual joint investors)
- Strategic Range - Self-certification for legal entities (for SA legal entity investors)
Existing Investor
- Strategic Range - Add or remove a joint holder (for SA individual investors)
- Strategic Range - Additional investment (for SA individual investors)
- Strategic Range - Change of personal details (for SA individual investors)
- Strategic Range - Deed of cession (for SA individual investors)
- Strategic Range - Switch (for SA individual investors)
- Strategic Range - Transfer (for SA individual investors)
- Strategic Range - Withdrawal (for SA individual investors)
Reports
- Strategic Range - KIID (for SA investors)
- Strategic Range - Schedule of similarities and differences (for SA investors)
- Alexander Forbes Investments Unit Trust Scheme Annual report 31 March 2025
- 2026-03 Strategic Range - Investor Report (for SA investors)
- 2026-03 Strategic Range - Portfolio Summary (for SA investors)
- 2025-03 Strategic Range - Investor Report (for SA investors)
- 2025-03 Strategic Range - Portfolio Summary (for SA investors)
- 2025-06 Strategic Range - Investor Report (for SA investors)
- 2025-06 Strategic Range - Portfolio Summary (for SA investors)
- 2025-09 Strategic Range - Investor Report (for SA investors)
- 2025-09 Strategic Range - Portfolio Summary (for SA investors)
- 2025-12 Strategic Range - Investor Report (for SA investors)
- 2025-12 Strategic Range - Portfolio Summary (for SA investors)
Fees
New Investor
Existing Investor
- AF Range - Add or remove a joint holder (for non-SA individual investors)
- AF Range - Additional investment (for non-SA individual investors)
- AF Range - Change of personal details (for non-SA individual investors)
- AF Range - Deed of cession (for non-SA individual investors)
- AF Range - Switch (for non-SA individual investors)
- AF Range - Transfer (for non-SA individual investors)
- AF Range - Withdrawal (for non-SA individual investors)
Reports
- AF Range - Alexander Forbes All Equity Fund - Class B KIID (for non-SA individual investors)
- AF Range - Alexander Forbes Balanced Fund - Class B KIID (for non-SA individual investors)
- AF Range - Alexander Forbes Conservative Fund - Class B KIID (for non-SA individual investors)
- AF Range - Alexander Forbes Dynamic Fund - Class B KIID (for non-SA individual investors)
- AF Range - Alexander Forbes Investments Global Fund (for non-SA individual investors)
Alexander Forbes Offshore