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TAX (South Africa)

Tax Guide • 2021-2022
(Provided by Glacier)

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Tax Allowances for Investors • 2021-2022

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The Budget Review 2021
(National Treasury, RSA)

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DISCLOSURES TO CLIENTS

FAIS Disclosures

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FICA

Address Declaration by Client

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POPI Act

POPI Compliance Statement

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GAP COVER
STRATUM BENEFITS

GAP Claim Form • 2021

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You can also submit your claim online:

HERE

Basic Guide to Submitting a Claim

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Examples of GAP claims

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KAELO & WESTERN GAP

Western GAP Claim Form • 2021

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Kaelo GAP Claim Form • 2021

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You can also submit your claim online:

HERE
OBIN Investment Blends

Our Approach to Investments
(Investment Policy Statement)

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ALLAN GRAY
OFFSHORE INVESTMENTS

SDA Declaration Form
(Additional Contributions in Rand)

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UPDATE PERSONAL DETAILS

Change of Bank and/or Other Personal Details Form

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INVESTMENT RESOURCES
GENERAL INFORMATION

Different Investment Vehicles (2021)

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Tax-Free Investments
• A Must for Every Investor (2021)

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Retirement Annuities & TFI’s
• Pay Less Tax by Investing in Your Future (2021)

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How to Build Wealth by Paying Less Tax? (2021)

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Feeder vs Direct Investment Funds

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