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Terms and conditions

Please click here for a preview of our revamped website and test some of the new features which includes an easy to use filter mechanism to explore our funds and portfolios.

New site for South Africa users only: International users please use the current site until the new international version is launched.

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Documents and forms

Access deeper knowledge

To invest with Ashburton Investments, speak to your financial advisor to ensure your investment choice is appropriate for your needs.

Once you have made your investment choices and reviewed the fund literature and terms and conditions, complete the appropriate application forms which can be found below.

Gather your FICA documents.  Click here for the list of FICA documents required.

Your financial advisor will submit all the documents on your behalf, or you can submit them directly to instruct@ashburtoninvest.co.za.

If you require assistance, please speak to your financial advisor or our Client Service Team on telephone 0860 274 287  or query@ashburtoninvest.co.za.

Effective Annual Cost (EAC) Calculator
To compare the total charges on most retail investment products and their impact on investment returns, download the Effective Annual Cost (EAC) Calculator here.

Application forms

Application forms: unit trusts

RMB Performance Linked Investment


Transfer of policies from MMI Group to FirstRand Life

​Ashburton Unit Trusts

Other forms


Investor reports

US Foreign Account Tax Compliance Act (FATCA)

All citizens of the United States should familiarise themselves with the rules of the Internal Revenue Service (IRS) of the United States federal government on their website www.irs.gov or download the applicable form if you are already familiar with the required process, here.