Tax Guide • 2021-2022
(Provided by Glacier)
Tax Allowances for Investors • 2021-2022
The Budget Review 2021
(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 • 2021
You can also submit your claim online:
Basic Guide to Submitting a Claim
Examples of GAP claims
KAELO & WESTERN GAP
Western GAP Claim Form • 2021
Kaelo GAP Claim Form • 2021
You can also submit your claim online:
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 (2021)
Tax-Free Investments
• A Must for Every Investor (2021)
Retirement Annuities & TFI’s
• Pay Less Tax by Investing in Your Future (2021)
How to Build Wealth by Paying Less Tax? (2021)
Feeder vs Direct Investment Funds