Unit Trust Forms

Step by step investment process:

  1. Complete the Application Forms.
  2. Sign the forms and attach all the required FICA documentation.
  3. 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
  4. Email the signed application form, proof of payment and FICA to admin@centaur.co.za.
  5. Centaur Client Services will review the documentation prior to sending the documentation to the Unit Trust Administrators (Boutique Collective Investment (Pty) Ltd "BCI").
  6. BCI will only process the application when all required documents are received and the funds reflect in the BCI Client Deposit Account.
  7. 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.

 

FORMS

 

Subscribe for the Centaur Factsheets (Minimum Disclosure Documents)