Documents and Forms

Please note the following funds are closed to new investors:

• Bridge Diversified Preference Share Fund
• Bridge Global Equity Income Growth Feeder 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.

Bridge Living Annuity

• Application Form 
• Death Claim Form 
• Switch Form
• Information Document
• Portfolio Supplement 

Bridge Retirement Products

• Retirement Annuity Application Form 
• Retirement Annuity Information Document
• Preservation Fund Application Form 
• Preservation Fund Information Document
• Retirement Notification Form 
• Retirement Products Portfolio Supplement  

Tax-Free Savings Plan

• Application Form for Individual Investor
• Additional Investment Form
• Redemption Form
• Switch Form
• Transfer 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
• One Bridge – Designated Authorised Person 

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
• Abridged Annual Report – 2017