We use cookies to ensure that we give you the best experience on our website. This includes cookies from third party social media websites if you visit a page which contains embedded content from social media. Such third party cookies may track your use of the Ashburton Investments website. We and our partners also use cookies to ensure we show you advertising that is relevant to you. If you continue to browse our website, we'll assume that you are happy to receive all cookies on the Ashburton Investments website.

Terms and conditions
You are viewing the site as

Change your profile:

You are viewing this site as: Individual investor

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

RMB Performance Linked Investment

Atlantic

Transfer of policies from MMI Group to FirstRand Life

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.