Unit Trust Forms
Step by step investment process:
- Complete the Application Forms.
- Sign the forms and attach all the required FICA documentation.
- Transfer funds to the following bank account details.
- Account holder: Boutique CI Client Deposit Account
- Bank: Standard Bank
- Account number: 41 143 612 0
- Branch code: 01 23 45
- Branch name: Menlyn
- Reference: Initials and Surname/Legal Entity name
- Email the signed application form, proof of payment and FICA to email@example.com.
- Centaur Client Services will review the documentation prior to sending the documentation to the Unit Trust Administrators (Boutique Collective Investment (Pty) Ltd "BCI").
- BCI will only process the application when all required documents are received and the funds reflect in the BCI Client Deposit Account.
- Once the application form has been processed, you will receive a welcome pack detailing your account number.
For any further queries, please contact Centaur on +27 21 685 2408.
- Centaur Application Form - Individuals (PDF)
- Centaur Application Form - Legal Entities (PDF)
- Centaur Online Registration Form (PDF)
- Centaur Additional Investment Form (PDF)
- Centaur Withdrawal Form (PDF)
- Centaur Switch Form (PDF)
- Centaur Transfer Form (PDF)
- Centaur Debit Order Update Form (PDF)
- Centaur Personal Information Update Form (PDF)
- Joint Address Declaration (PDF)