Forms

NEW INVESTMENTS | CLUCASGRAY FUNDS

Unit Trust Application Form – Individual

Unit Trust Application Form – Legal Entities

Unit Trust Application Form – Tax Free Investments

NEW INVESTMENTS | CGAM SA BALANCED PRESCIENT FUND

Unit Trust Application Form – Individual

Unit Trust Application Form – Legal Entities

Unit Trust Application Form – Tax Free Investments

EXISTING INVESTMENTS | CLUCASGRAY FUNDS

Unit Trust Switch Form

Unit Trust Additional Application Form

Unit Trust Redemption Form

Unit Trust Static Data Amendment Form

EXISTING INVESTMENTS | CGAM SA BALANCED PRESCIENT FUND

Unit Trust Switch Form

Unit Trust Additional Application Form

Unit Trust Redemption Form

Unit Trust Static Data Amendment Form

Please email completed forms, FICA Documents and proof of payment to clientrelations@clucasgray.co.za

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