Site url: https://www.momentum.co.za/momentum/personal/investments/invest/resource-centre/unit-trusts/forms

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Unit trusts

Forms

Individuals

Download this form locally and open with Adobe Acrobat Reader

Momentum Collective Investments application form for individuals (pdf)

Self-certification form for individuals (pdf)

Entities

Download this form locally and open with Adobe Acrobat Reader

Momentum Collective Investments application form for entities (pdf)

Entity details declaration form (pdf)

Self-certification form for entities (pdf)

Tax addendum for entities (pdf)

Additional information

Download this form locally and open with Adobe Acrobat Reader

Investment payer details (pdf)

Interest withholding tax renewal (pdf)

Dividend withholding tax renewal (pdf)

Personal details declaration (pdf)

Service and maintenance forms

Download this form locally and open with Adobe Acrobat Reader

Additional lump sum investment form (pdf)

Recurring instruction (debit order and regular withdrawal) form (pdf)

Beneficial owner declaration form (pdf)

Change of financial adviser form (pdf)

Switch instruction form (pdf)

Change of income distribution form (pdf)

Repurchase instruction form (pdf)

Transfer of ownership form (pdf)

Financial Intelligence Centre Act (FICA)

General

Confirmation of residential/business address by Momentum Financial Adviser (FICA012E) (pdf)

Client due diligence verification documentation (FICA013E) (pdf)

Individuals

Confirmation of residential address by co-habitant (FICA011E) (pdf)

Personal identification and verification of natural persons(FICA001E) (pdf)

Legal entities

Identification and verification of companies (FICA002E) (pdf)

Identification and verification of CCs (FICA003E) (pdf)

Identification and verification of other legal persons (FICA004E) (pdf)

Identification and verification of trusts (FICA005E) (pdf)

Identification and verification of partnerships (FICA006E) (pdf)

Identification and verification of foreign companies (FICA007E) (pdf)

Identification and verification of listed companies (FICA010E) (pdf)

Terms and Conditions for forms (pdf)

Download this form locally and open with Adobe Acrobat Reader

Terms and Conditions for forms (pdf)

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