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Unit Trust Investment Process

Step-by-Step Investment Process:


  1. Complete the Application Forms
    (PDF:  Individual  |  Legal Entity)
  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 Name:Menlyn
      Branch Code:01 23 45
      Reference:Initials and Surname/Legal Entity name
  4. ​Email the signed application form, proof of payment and FICA to:
  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.