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
EXISTING INVESTMENTS | CLUCASGRAY FUNDS
Unit Trust Additional Application Form
Unit Trust Static Data Amendment Form
EXISTING INVESTMENTS | CGAM SA BALANCED PRESCIENT FUND
Please email completed forms, FICA Documents and proof of payment to clientrelations@clucasgray.co.za