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Unit Trust Investment Process

Step-by-Step Investment Process:

 

  1. Complete the Application Forms (Contact us for forms)
  2. Sign the forms and attach all the required FICA documentation.
  3. Email the signed application form and FICA to: admin@centaur.co.za.
  4. Centaur Client Services will review the documentation prior to submitting to the Unit Trust Administrators (Boutique Collective Investment (Pty) Ltd “BCI”).
  5. BCI will confirm once the account is ready for funding and Centaur Client Services will send you the bank details for EFT, unless you have chosen the Once-Off Debit option.
  6. Once the application form has been processed, you will receive confirmation of your new account details along with a statement of account.