Allan Gray - Rowe Hooper Insurance & Investment Brokers

Claim Forms

- Death Claims Form

- Death Claims Form-Annexure A

- Death Claims Form-Annexure B

- Death Claims Form-Annexure C

- Death Claims Form-Annexure D

- Death Claims Form-Annexure E

- Understanding the death claims process of retirement funds

Unit Trust Forms

- Investment Platform Unit Trust Application for Individual Investors

- Investment Platform Unit Trust Application for Legal Entities

- Unit Trust Application for Individual Investors

- Unit Trust Application for Legal Entities

- Unit Trust Additional Contribution

- Unit Trust Rebalance Instruction

- Unit Trust Switch Instruction

- Unit Trust Withdrawal Instruction

- Security cession notice

- Phase-In Instruction

- Local Investment Platform Fund List

- Joint Address Declaration

- Allan Gray Unit Trust terms and conditions

Individual Retirement Annuity Forms

- Acting on Behalf of the Investor

- Annual Fee renewal instruction for Retirement Annuity Fund accounts

- Change in details of beneficiaries for retirement funds Pres RA

- Conditions of membership RA

- Debit Order Instruction

- Government Employees Pension Fund Transfer Details

- Local Investment Platform Fund List

- Phase-In Instruction

- Rebalance Instruction for Retirement Funds

- Request for approval of early retirement

- Retirement Annuity Fund Additional Contribution

- Retirement Annuity Fund Application

- Retirement Annuity Fund Withdrawal Instruction

- Retirement Funds Transfer out instruction

- Retirement Notification

- Retirement Products, Endowment Living Annuity Switch Instruction

- SARS Tax Directive Simulation Request

Group Retirement Annuity Forms

- Acting on Behalf of the Investor

- Change in details of beneficiaries for retirement funds

- Employer Registration for the Group Retirement Annuity System

- Group Retirement Annuity Application

- Group Retirement Annuity Change in Contribution

Group Retirement Annuity Fund System Authorised User Application

Umbrella Retirement Fund Forms

Living Annuity Forms

- Acting on Behalf of the Investor

- Change in Details of Beneficiaries For Living Annuity

- Living Annuity Additional Contribution

- Living Annuity Application

- Living Annuity terms and conditions

- Living Annuity Transfer out instruction

- Living Annuity Withdrawal Instruction

- Local Investment Platform Fund List

- Phase-In Instruction

- Retirement Products, Endowment Living Annuity Switch Instruction

SARS Tax Directive Simulation Request

Offshore Forms

- Acting on Behalf of the Investor

- Allan Gray Africa ex-SA Bond Fund Declaration

- Instruction to transfer money to AG Investment Services

- Joint Address Declaration

- Offshore Additional Contribution

- Offshore Application for Individual Investors

- Offshore Application for Legal Entities

- Offshore Investment Platform Fund List

- Offshore Preferred Fee Unit Trust Instruction

- Offshore Switch Instruction

- Offshore terms and conditions

- - Offshore Withdrawal Instruction
- Security cession notice

Endowment Forms

- Acting on Behalf of the Investor

- Allan Gray Endowment terms and conditions

- Change in Details of Beneficiaries For Endowment

- Debit Order Instruction

- Endowment Additional Contribution

- Endowment Application for Individual Investors

- Endowment Application for Legal Entities

- Endowment Withdrawal Instruction

- Joint Address Declaration

- Local Investment Platform Fund List

- Outright Cession

- Phase-In Instruction

- Retirement Products, Endowment Living Annuity Switch Instruction

Security cession notice

Tax-free Investment Forms

- Acting on Behalf of the Investor

- Allan Gray Tax-Free Investment Fundlist

- Allan Gray Tax-Free Investment Terms and Conditions

- Change in Investor Details

- Joint Address Declaration

- Tax-Free Investment Change in Details of Beneficiaries

Tax-Free Investment Withdrawal Instruction