Documents and Forms

Please note the following fund is temporarily closed to new investors:

• Bridge Diversified Preference Share Fund

*Should you encounter any difficulties in making a deposit into our FNB bank account, kindly use the Universal Branch Code of 250655 instead.  Alternatively, please don’t hesitate to contact us on 0800 117 842 for assistance.

Tax-Free Savings Plan

• Application Form for Individual Investor
• Additional Investment Form
• Redemption Form
• Switch Form

Unit Trusts

• Application Form for Individual Investor
• Application Form for Legal Entities
• Additional Investment Form
• Redemption Form
• Switch Form

Static Information

• Change in Details Form
• Change in Financial Advisor Form
• Transfer Form
• Dividends Tax – Exemption Declaration
• Dividends Tax – Reduction Declaration

Bridge Global Portfolios

(USD funds managed under the Sanlam Universal Plc Scheme in Ireland)

Transaction Forms

• Application Form
• Additional Investment Form
• Repurchase form

Additional Information

• Sanlam Universal Funds plc – Prospectus
• Bridge Global Equity Income Growth Fund – Supplement
• Bridge Global Managed Growth Fund – Supplement
• Bridge Global Property Income Fund – Supplement

Annual Reports

• Abridged Annual Report – 2012
• Abridged Annual Report – 2013
• Abridged Annual Report – 2014
• Abridged Annual Report – 2015
• Abridged Annual Report – 2016