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Forms and Documents
Information Documents
Advisor Documents
Other Documents
- Forms of Verification
- Portfolio Supplement CIS (Securities)
- Portfolio Supplement CIS (Hedge)
- Portfolio List (IP / LA / RF)
- Portfolio List (TFSA)
- Dividends Tax Exemption Form
- Regular Withdrawal Form
- Retirement Funds Withdrawal Form
- CRS & FATCA Self-Certification Form
- Prime Preservation Plan Two-Component Election Form
- Prime Retirement Funds Two-Component Intra-Fund Transfer Form
MDD’s/Factsheets
CIS in Securities
- Aboutir Prime Worldwide Flexible Fund
- Autus Prime Balanced Fund
- Autus Prime Cautious Fund
- Autus Prime Diversified Fund
- Autus Prime Equity Fund (ABEF)
- Autus Prime Global Equity Feeder Fund (ABGEA)
- Autus Prime Income Plus Fund (M4IA)
- Autus Prime Opportunity Fund (M4IO)
- Autus Prime Stable Fund (M4IS)
- Autus Prime Worldwide Flexible Fund (FMWCA)
- Bidvest Prime Growth Fund (BAMGB1)
- Bidvest Prime Preserver Fund (BAMPB1)
- Deton Prime Balanced Fund of Funds (PBFOFZ)
- Deton Prime Global Flexible Fund of Funds (PGFFOZ)
- Deton Prime Managed Fund of Funds (PMFOFZ)
- Deton Prime Stable Fund of Funds (PSFOFZ)
- Genera Capital Multi-Asset Prime Fund (GCMAPA)
- Lynx Prime Balanced Fund Of Funds (LYPA2)
- Lynx Prime Cautious Fund Of Funds (LPCA2)
- Lynx Prime Global Diversified Fund Of Funds (LPGCB)
- Lynx Prime Opportunities Fund Of Funds (LPOA2)
MDD’s/Factsheets
CIS in Securities
- Mazi Asset Management Prime Africa Equity Fund
- Mazi Asset Management Prime Equity Fund
- Mazi Asset Management Prime Money Market Fund
- Mergence CPI +4% Prime Fund (MCPRA1)
- Mergence Equity Prime Fund (MRQPA1)
- Mergence Prime Money Market Fund (MPMFCD)
- Personal Wealth Management Prime Flexible Fund of Funds (PWMPFB)
- Prime Balanced Income Fund Of Funds (PBICB1)
- Prime Cabernet Stable Fund of Funds (PCSC)
- Prime Champagne Flexible Fund of Funds (PSAC)
- Prime Chardonnay Moderate Fund of Funds (PCMC)
- Prime Claret Worldwide Flexible Fund of Funds (PCWCC)
- Prime Classic Port Conservative Fund of Funds (PCPC)
- Prime Flexible Income Fund (PFICB)
- Prime General Equity Fund (PGECB)
- Prime Global Balanced Flexible Feeder Fund (PGBFFB)
- Prime Global Equity Fund (PEGCB)
- Prime Global Esg Equity Fund (PGEFCB)
- Prime Income Plus Fund (PIPCA)
- Prime Iza Global Balanced Feeder Fund (IZAFEB)
- Prime Iza Global Equity Feeder Fund (PIGEFB)
- Prime Managed Yield Fund (PRICB)
- Prime MI Thornbridge Global Opportunities Feeder Fund (PTGOCB)
- Prime NextGen Flexible Fund C (PNFFCC)
- Prime Optimal Balanced Fund Of Funds (POBCB)
- Prime Property Fund (MCPFA)
- Prime Renaissance Global Best Ideas Feeder Fund (PRMGA)
- Prime Shiraz Prudential Aggressive Fund of Funds (PSPC)
- Prime South African Equity Fund (PSECB)
- Prime Worldwide Equity Fund (PWECA)
- Prime Worldwide Flexible Fund (PWFB1)
- Wealthworks Prime Cautious Fund Of Funds (WBCFA)
- Wealthworks Prime Managed Fund Of Funds (WBMFA)
MDD’s/Factsheets
3rd Party Funds
- 10x High Equity Index Fund
- 36one BCI Flexible Opportunity Fund (MNFO)
- Allan Gray Balanced Fund (AGBC)
- Allan Gray Equity Fund (AGEC)
- Allan Gray Orbis Global Equity Feeder Fund (AGOE)
- Allan Gray Stable Fund (AGSC)
- Aylett Equity Prescient Fund (AYEF)
- Bridge Stable Growth Fund (GSGCC)
- Cadiz Money Market (AFMM)
- Capricorn SCI Stable Hedge Fund (CSHB2)
- Centaur Bci Flexible Fund (CMFCC)
- Coronation Balanced Defensive Fund (CBDB4)
- Coronation Balanced Plus Fund (CBFB4)
- Coronation Capital Plus Fund (CCPB5)
- Coronation Global Capital Plus Feeder Fund (CGCB4)
- Coronation Global Capital Plus [ZAR] Feeder Fund (CNFG)
- Coronation Global Capital Plus [ZAR] Feeder Fund (COLA))
- Coronation Global Opportunities Equity Feeder Fund (CWEB4)
- Coronation Strategic Income Fund (CSIB4)
- Coronation Top 20 Fund (CTTB4)
- Fairtree Equity Prescient Fund (FECA1)
- Fairtree Flexible Income Plus Prescient (MIPCC)
- Fairtree Worldwide Multi Strategy Flexible Prescient (FMFPA1)
- Foord Balanced Fund (FBCB2)
- Foord Equity Fund (FECB2)
- Laurium Flexible Fund (LFPA1)
- Marriot Core Income Fund (MIFC)
- Matrix NCIS Multi Strategy Retail Hedge Fund (MTMSA1)
- Nedgroup Investment Flexible Income (NEIFB)
- Nedgroup Investments Balanced Fund (TRBCB)
- Nedgroup Investments Global Equity Feeder Fund (GEFF)
- Ninety One Global Franchise Feeder Fund (GLOH)
- Ninety One High Income Fund (HIGH)
- Ninety One Money Market Fund (INMM)
- Obsidian SCI Balanced Fund (OSBB)
- Obsidian SCI Long Short Retail Hedge Fund (OLSA1)
- Obsidian SCI Multi Asset Retail Hedge Fund (OBCA1)
- Portfolliometrix BCI Global Diversified Feeder Fund (PMGDB1)
- Prescient Income Provider Fund (PIPFB5)
- Protea Global SNN Retail Hedge Fund (FARQC1)
- Protea South Africa SNN Retail Hedge Fund (FAIRC1)
- Protea Worldwide Flexible SNN Qi Hedge Fund (C1JN19)
- M&G Prudential Balanced Fund (PRAB)
- M&G Prudential Enhanced SA Property Tracker Fund (PEPTF)
- M&G Prudential Inflation Plus Fund (PRCB)
- SIM Inflation Plus Fund (SAIB4)
- SIM Inflation Plus Fund (SAIB6)
- Stanlib Global Bond Feeder Fund (SGBFB2)
- Satrix Balanced Index Fund (SBXB2)
- Sesfikile BCI Global Property Fund (SBPB)
- Stanlib Balanced Fund (GDBS)
- Stanlib Extra Income Fund (STDI)
- Stanlib Income Fund (GDBI)
- Stanlib Multi Manager Shari'ah Balanced Fund Of Funds (STMSB1)
- Stanlib Property Income Fund (SPIFB1)
MDD’s/Factsheets
CIS in Hedge
- Alpha Prime Equity Qualified Investor Fund Of Hedge Funds (APQCB)
- Corion Prime Absolute Retail Hedge Fund (CAFHF1) A
- Corion Prime Equity Retail Fund of Hedge Funds (NOVELS) A
- Corion Prime Multi-Strategy Qualified Hedge Fund (NMSA1)
- Corion Prime Prosperitas Retail Hedge Fund (NCICP1) A
- Prime Alternative Flexible Qualified Investor Hedge Fund (PMYQIA)
- Prime Balanced Qualified Investor Hedge Fund (PHFB1)
- Prime Flexible Qualified Investor Hedge Fund (PFQCB1)
- Prime Multi-Asset Qualified Investor Hedge Fund (PMQB1)
- Prime Multi-Strategy Qualified Investor Hedge Fund (PMQIA)
- Prime Optimal Qualified Investor Hedge FOHF (APCCB)
- Prime Worldwide Flexible Qualified Investor Hedge Fund (NSPFB1)
MDD’s/Factsheets
Section 65 Funds
- Anchor Global High Yield Fund (AGHYF)
- Belmont Opportunities Fund
- Capicraft Global Creator Fund (CGCF)
- Classic Multi-Asset Fund
- Diversified Trading Fund
- GTC Global Balanced High Equity Fund (PIMGBH)
- GTC Global Balanced Low Equity Fund (MU0501S)
- Iza Global Balanced Fund (PIMIGB) A
- Iza Global Equity Fund (IZAGE) A
- Northstar Global Income Fund A
- Prime Global Balanced Flexible Fund (PIMNGD)
- Prime Global Flexible Income Fund (PGFI)
- Prime Global Opportunities Fund (Class B)
- Prime Global Opportunities Fund (Class P)
- Prime Global Stable Alternatives Fund (Class B)
- Prime Global Stable Alternatives Fund (Class P)
- Renaissance Global Best Ideas Fund (GBP)
- Renaissance Global Best Ideas Fund (USD)
- Sierra Global Fund
- Star Global Growth Fund
- TRG Global Flexible Fund (TRGGFF)
- Wealthworks Global Flexible Fund (WGFF)
- Xhaos Special Opportunities Fund