Tax Guide • 2022-2023
(Provided by Glacier)
Tax Allowances for Investors • 2021-2022
The Budget Review 2022
(National Treasury, RSA)
DISCLOSURES TO CLIENTS
FAIS Disclosures
FICA
Address Declaration by Client
POPI Act
POPI Compliance Statement
GAP COVER
STRATUM BENEFITS
GAP Claim Form • 2022
You can also submit your claim online:
Basic Guide to Submitting a Claim
Examples of GAP claims
KAELO & WESTERN GAP
Western GAP Claim Form • 2022
Kaelo GAP Claim Form • 2022
You can also submit your claim online:
SIRAGO
Sirago Claim Form • 2022
Basic Guide to Submitting a Claim
Our Approach to Investments
(Investment Policy Statement)
ALLAN GRAY
OFFSHORE INVESTMENTS
SDA Declaration Form
(Additional Contributions in Rand)
UPDATE PERSONAL DETAILS
Change of Bank and/or Other Personal Details Form
INVESTMENT RESOURCES
GENERAL INFORMATION
Different Investment Vehicles (2022)
Tax-Free Investments
• A Must for Every Investor (2022)
Retirement Annuities
• The Most Tax Efficient Investment Vehicle (2022)
Feeder vs Direct Investment Funds