Get Form 2 - Satrix

Filling out the Form 2 - Satrix online is a straightforward process designed for clients who wish to make additional lump sum investments in their Satrix Investment Plan accounts. This guide provides comprehensive, step-by-step instructions to assist you in completing the form accurately.

Follow the steps to successfully fill out the Form 2 - Satrix online.

1. Press the ‘Get Form’ button to access the form and open it in the designated editor.
2. In the 'Communication from the Satrix Investment Plan' section, select your preferred method for receiving communications (email or post). If no preference is indicated, email will be used automatically.
3. Provide your 'Investor Details', including your Satrix Investment Plan Client Number, title, first names, surname or legal entity name, contact numbers, and email address.
4. In the 'Investment Details' section, indicate the source of funds (select from options such as salary, policy, donation, etc.) and enter the total lump sum investment amount. Remember the minimum investment is R1000 per security.
5. Specify how you want to split the total investment among the different securities listed, including Satrix 40, Satrix FINI, and others.
6. Select your 'Distribution Instruction' as either 'Re-invest' or 'Pay out'. Note that distributions under R100.00 will automatically be re-invested.
7. Complete your 'Investor Declaration' by signing the form, indicating your understanding of the terms and conditions, and confirming the accuracy of the information provided.
8. If applicable, fill out the 'Financial Service Provider' section with the relevant details of your advisor.
9. Review all provided information for accuracy and completeness before saving your changes.
10. Finally, choose to download, print, or share the completed form as needed. Ensure you also include your proof of payment when submitting the form via fax or email.

Start completing your Satrix Form 2 online today to easily manage your additional investments.