- Download our Investment Application Form
- Complete all sections of the Investment Application Form in full using BLOCK LETTERS. Any alterations made to the Investment Application Form must be initialed. If you require any assistance in completing this form, please call us on 021 426 1313.
- Attach the required supporting documentation in terms of the Financial Intelligence Centre Act No 38 of 2001 ("FICA"), proof of deposit and a cancelled cheque or a bank statement, not older than 3 months. FICA documentation required for an individual investor is a copy of your South African ID (or passport if you do not have an ID) and a utility bill (not older than 3 months).
- Deposit your lump sum investment directly into the Element Unit Trusts bank account:
Account Details
Account name: Element Unit Trusts
Account number: 1232 11 22 16
Bank name: Nedbank
Branch name: Southern Peninsula
Branch code: 123 209 - Investors who wish to invest via a once-off or recurring debit order should complete the relevant section of the Investment Application Form.
- Fax the signed Investment Form, FICA documents and proof of deposit to Element Unit Trusts on 021 426 1000.
- Post the original documents to Element Unit Trusts at PO Box 13, Cape Town, 8000.
