Document hub
Forms, documents and disclosures
Unit trust investor - local
New investor
- Application form for individual investor
- Application form for legal entities
- Beneficial Owner Declaration – other legal entities
- Beneficial Owner Declaration – companies
- CIS Risk Disclosure Document
- FICA Close Corporations (CC)
- FICA Inter Vivos (Living) Trust
- FICA listed foreign companies
- FICA partnership
- FICA RSA listed companies
- FICA RSA unlisted companies
- FICA requirements
- FICA requirements for individuals
- FICA Retirement Fund
- FICA unincorporated entities
- FICA unlisted foreign companies
- FICA request for company information
- FICA request for individual information
- FICA requirements for legal entities
- Joint address affidavit
- Self-certification for individual investors
- Self-certification for legal entites
- Terms and conditions for individual investor
- Terms and conditions for legal entities
- Terms and conditions for online investing
Existing investor
Tax
Reports
Unit trust investor - Jersey
New investor
- AF Range - Application form for individual investors
- AF Range - Application form for legal entities
- Strategic Range - Application form for individual investors
- Strategic Range - Application form for legal entities
- Strategic Range - Joint address
- Strategic Range - Self-certification for foreign individuals
- Strategic Range - Self-certification for joint investors
- Strategic Range - Self-certification for legal entities
Existing investor
- AF Range - Add or remove a joint holder
- AF Range - Additional investment
- AF Range - Change of personal details
- AF Range - Deed of cession
- AF Range - Switch
- AF Range - Transfer
- AF Range - Withdrawal
- Strategic Range - Add or remove a joint holder
- Strategic Range - Additional investment
- Strategic Range - Change of personal details
- Strategic Range - Deed of cession
- Strategic Range - Switch
- Strategic Range - Transfer
- Strategic Range - Withdrawal
Brochures
Key documents
- AF Range - Alexander Forbes All Equity Fund - Class B
- AF Range - Alexander Forbes Balanced Fund - Class B
- AF Range - Alexander Forbes Conservative Fund - Class B
- AF Range - Alexander Forbes Dynamic Fund - Class B
- AF Range - Alexander Forbes Investments Global Fund
- Alexander Forbes Investments Global Fund - Prospectus
- Strategic Range - KIID
- Strategic Range - Schedule of similarities and differences
Reports
Financial statements
Unit trust investor - Hedge Funds
New investor
- Application form for individual investor
- Application form for legal entities
- Beneficial Owner Declaration – other legal entities
- Beneficial Owner Declaration – companies
- Hedge Fund Risk Disclosure Document
- FICA Close Corporations (CC)
- FICA Inter Vivos (Living) Trust
- FICA listed foreign companies
- FICA partnership
- FICA RSA listed companies
- FICA RSA unlisted companies
- FICA requirements
- FICA requirements for individuals
- FICA Retirement Fund
- FICA unincorporated entities
- FICA unlisted foreign companies
- FICA request for company information
- FICA request for individual information
- FICA requirements for legal entities
- Joint address affidavit
- Self-certification for individual investors
- Self-certification for legal entites
- Terms and conditions for individual investor
- Terms and conditions for legal entities
- Terms and conditions for online investing
Existing investor
Tax
Reports
Individual investor
Alexforbes
Pre-retirement
Post-retirement
AFRIS
Alexander Forbes Retirement Income Solution
Pre-retirement
Post-retirement
AF Invest
Pre-retirement
Post-retirement
Brochures
Pre-retirement
- AFRIS Preservation funds
- AFRIS Retirement Annuity Fund
- Retail Preservation funds
- Retirement Annuity Fund
Post-retirement
Other