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
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
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