Account opening
Individual, joint, group and corporate account application forms.
Customer Center
Downloads, Forms & Payment Options
Everything you need to open an account, top up, withdraw or update your details.
Most requests can be completed digitally in the client portal. Where a signed form is required, you will find it here along with the details of where to send it.
Forms
Top-up instruction
Standing order and one-off additional investment forms.
Withdrawal request
Redemption instruction with bank or mobile money settlement details.
Change of details
Update your address, phone number, email or bank account.
Beneficiary nomination
Nominate or update the beneficiaries on your account.
Pension enrolment
Join an individual or umbrella retirement arrangement.
Ways to pay in
Mobile money
Deposit directly from your phone using the fund paybill and your account number.
Bank transfer
Send funds to the collection account quoting your investor reference.
Standing order
Automate a monthly contribution from your bank account.
Ready to take the next step?
Our client service team will help you choose the solution that fits your goals.
Ask client services