Hollard Investments 
Documents and Forms

All your investment documents and forms are located here

Documents & forms

Download what you need, print, fill in, and send it back to us at customercare@hollardinvestments.co.za.

FICA/FATCA Requirements and Forms

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Sighting of Original Documents
 

Site Visit Declaration
 

Cohabitation Declaration
 

CRS FATCA Self Certification Form (Natural Person)
 

CRS FATCA Self Certification Form (Entities)
 

Customer Due Diligence (CDD)/FICA Requirements List

Investment Plan

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Application Form for (Natural Persons)


Application Form for (Legal Entities)


Additional Investment Form


Change of Details Form (Natural Person)


Change of Details Form (Legal Entities)


Dividend Withholding Tax Form


Security Cession Form


Transfer of Ownership Instruction Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put


Investment Portfolio List

Savings Plan

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Application Form for (Natural Persons)


Application Form for (Legal Entities)


Additional Investment Form


Change of Details Form (Natural Person)


Change of Details Form (Legal Entities)


Dividend Withholding Tax Form


Security Cession Form


Transfer of Ownership Instruction Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put


Investment Portfolio List

Endowment Plan

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Application Form (Natural Persons)
 

Application Form (Trusts)
 

Additional Investment Form
 

Unit Transfer Request
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Change of Details (Natural Persons)
 

Change of Details (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Death Claim Form
 

Withdrawal Form
 

Switch and Rebalance form
 

Investment Portfolio List

Linked Endowment (Closed to new investments)

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Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Change of Details (Natural Persons)
 

Change of Details (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Death Claim Form
 

Withdrawal Form
 

Switch and Rebalance form
 

Information Document
 

Investment Portfolio List

Fund Endowment Forms (Closed to new investments)

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Change of Details Form (Natural Persons)
 

Change of Details Form (Trusts)
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Death Claim Form
 

Information Document
 

Investment Portfolio List

Retirement Annuity Plan 

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Investment Application Form


Additional Investment Form


Change of Details Form


Retirement Notification Form


Declaration of Non-South African Tax Residency Form


Withdrawal Form


Switch and Rebalance Form


Annual Fee Renewal Instruction Form


Information Document


Simply Put


Investment Portfolio List

Preservation Plan

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Investment Application Form


Change of Details Form


Retirement Notification Form


Declaration of Non-South African Tax Residency Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put 


Investment Portfolio List

Living Annuity

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Investment Application Form
 

Change of Details Form
 

Additional Contribution Form
 

Withdrawal Form
 

Switch and Rebalance Form
 

Annual Annuity Review Form
 

Information Document
 

Transfer Out Instruction Form
 

SARS Tax Deduction Rate Opt-Out Form
 

Policy Replacement Form
 

Simply Put
 

Investment Portfolio List

Guaranteed Growth Plan (Closed to new investments)

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Change of Details Forms (Natural Persons)
 

Change of Details Form (Trusts)
 

Death Claim Form
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Investment Portfolio List

Wealth Accumulator (Closed to new investments)

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Change of Details Form (Natural Persons)
 

Change of Details Form (Trusts)
 

Death Claim Form
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Investment Portfolio List

Advisor Application Forms

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FSP Agreement Application Form
 

Additional Representative Form
 

FSP Assistant Application Form for Online Access
 

FSP Change of Details Form

Need to get in touch with us?


Call Hollard Investments on
0860 202 202 or email 
customercare@hollardinvestments.co.za

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