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Unit Trust investment process

Unit Trust investment process

The following unit trust investment options are available through PSG:

This page will explain the investment process relevant to each of these products and assist you to open an account.

You are welcome to contact us at any time on 0860 774 774 or email us at clientservice@psg.co.za.

Required information for all products

  • For the PSG Wealth Tax Free Investment Plan the minimum investment is a lump sum of R6 000 or a minimum monthly debit order of R500 per month
  • For all other unit trust investment options you must invest a minimum lump sum of R20 000 or a minimum monthly debit order of R500 per month.
  • Make your fund selection - decide how your portfolio will be structured - by choosing funds from our portfolio selection list. For the tax-free account select your funds from this portfolio selection list.
  • Complete the online registration process.
  • Provide us with your FICA documents.
  • Review the product specific sections below for specific instructions on how to complete your application for living annuities, preservation funds and transfers from other funds.

Tax Free investment plan

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the tax free investment plan.

Tax Free application form

A printable version of an application form. Not required for normal registration.

Key information document

A brochure with more information about the product.


Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000135542

Account name

PSG Invest Voluntary Investment Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our tax free investment plan page click here.

Voluntary investment plan

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the voluntary investment plan.

VIP application form

A printable version of an application form. Not required for normal registration.

Key information document

A document with more information about the product.

Transfer of unit trusts form

A request to transfer units into your portfolio from another LISP.

VIP update of standing instruction

Recurring withdrawal instruction to load a recurring withdrawal on an account.

Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000135542

Account name

PSG Invest Voluntary Investment Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our voluntary investment plan page click here.

Endowment policy

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the endowment policy.

Endowment application form

A printable version of an application form. Not required for normal registration.

Key information document

A document with more information about the product.

Surrender and maturity form

A form allowing the investor to request a surrender prior to maturity or the maturity benefit.

NIL interest bearing loan

A form to be used when applying for a nil interest bearing loan.

Cession registration

A form to be used in order for the investor to cede his/her investment.

Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000027138

Account name

PSG Life Compulsory Deposit Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our endowment policy page click here

Retirement Annuity Fund

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the retirement annuity fund.

Retirement annuity application form

A printable version of an application form. Not required for normal registration.

Key information document

A document with more information about the product.

Application for transfer

An application to transfer a retirement annuity to another suitable life company.

Notification of withdrawal

A withdrawal instruction where these are allowed on a specific portfolio.

Notification of retirement

A notice that the investor will be retiring from the retirement annuity fund.

Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000027138

Account name

PSG Life Compulsory Deposit Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our retirement annuity fund page click here

Pension or Provident Preservation Fund

  • You may only invest in Regulation 28 compliant unit trust funds within this portfolio.
  • Register online.
  • Complete and send us your Preservation Fund application form, which will include choosing the funds for your portfolio.
  • Send us your FICA documents.
  • We will liaise with your current pension or provident fund provider to receive the necessary documents and investable funds.
  • Your instruction will then be processed automatically.

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the pension preservation fund.

Key information document

A document with more information about the product.

Notification of withdrawal

A withdrawal instruction where these are allowed on a specific portfolio.

Notification of retirement

A notice that the investor will be retiring from the preservation fund.

Transfer of unit trusts form

An application to transfer a preservation fund to another suitable life company.

Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000027138

Account name

PSG Life Compulsory Deposit Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our pension or preservation fund page click here.

Equity Linked Living Annuity Fund

The following documents provide useful information or are required for certain specific transactions on your account.

Terms and conditions

Full terms and conditions for the living annuity fund.

Key information document

A document with more information about the product.

Annuity detail form

An application to amend your annual annuity payment levels.

Transfer of unit trusts form

An application to transfer a living annuity fund to another suitable Life company.

Notification of withdrawal

A withdrawal instruction where these are allowed on a specific portfolio.

Claim application and discharge

An application from the beneficiary of a deceased estate to claim the annuity.

Banking details

Bank

Standard Bank of S.A. Ltd

Account number

000027138

Account name

PSG Life Compulsory Deposit Account

Branch

Johannesburg (000205)

Account type

Current

Deposit reference number

Your unit trust portfolio reference number or ID number

Go to our living annuity page click here.

Copyright © PSG Konsult Ltd (1998-2017), All Rights Reserved. FAIS affiliates of the PSG Konsult Group are authorised financial services providers.