Make an informed decision

• Minimum Disclosure Documents
• Portfolio Summary (Reports)
• Schedule of Fees and Charges (Fees)

Complete the application form

• Terms and conditions
• Unit Trust Tax Information Sheet for Entities

Submit supporting documents

• FICA Requirements for Legal Entities

Industry and tax

• Industry list

Additional information

• Application Form for Individual Investors
• Annual Report (Reports)
• Quarterly General Investor Report (Reports)

Complaints and conflicts of interest

• POPIA
• CIS Risk Disclosure Document
• Complaints Policy and Procedure
• Conflicts of Interest Management Policy