WITHDRAWAL FORM Domestic Funds Coronation Management Company Limited Registration Number: 1995/010002/06 (This form may only be used by existing investors) The daily cut-off for receipt of instructions.

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How to fill out the Coronation Withdrawal Form online

Completing the Coronation Withdrawal Form online is a straightforward process that requires careful attention to detail. This guide will walk you through each step to ensure you successfully submit your form.

Follow the steps to complete your withdrawal form accurately.

  1. Click ‘Get Form’ button to obtain the Coronation Withdrawal Form and open it in your chosen editor.
  2. In the 'Investor Details' section, provide your investor number, full name (surname and first name), and identification details (ID, passport, or registration number) in BLOCK LETTERS. Ensure all fields are filled out completely.
  3. Proceed to the 'Fund Selection' section. Here, indicate whether you wish to repurchase all units, a specific number of units, or a certain rand value. Mark your choice with a cross [X].
  4. In the 'Withdrawal Instructions' section, fill in your bank details, including the account holder name, bank name, branch code, account number, and account type. Make sure these details are accurate to avoid payment issues.
  5. If applicable, complete the 'Change Debit Order Instructions' section. Indicate if the debit order will remain unchanged, be cancelled, or switched to a different fund. Provide the required details for the changes.
  6. Review all information entered to ensure its accuracy. Sign and date the declaration at the end of the form, confirming that all provided information is true and correct.
  7. Once complete, save your changes, and then you can download, print, or share the completed form as needed.

Complete your documents online and ensure a smooth withdrawal process.

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What is a withdrawal form?

A withdrawal slip is, as the name implies, a form that must be completed in order to withdraw funds from your account. If you want to withdraw money from your account at a branch, you must fill out a withdrawal form. A withdrawal slip is a written request to the bank to pay the account holder the specified sum.

Complete the Withdrawal form. Please email the form to transact@coronation.co.za or fax to 086 677 0007.

Completed forms are to be faxed to us on (021) 680 2250 or e-mailed to eflows@coronation.co.za. The withdrawal amount will be converted to cash upon receipt of all requirements after which Capital Gains Tax will be calculated.

No instruction will be processed unless all requirements have been met. The daily cut-off for receipt of instructions is 14h00 and 12h00 (noon) for Money Market. Completed forms are to be faxed to us on (021) 680 2500 or e-mailed to transact@coronation.co.za.

Completed withdrawal forms must be received before 14:00 for the withdrawal to be executed on that day except for the Money Market Fund that has a cut-off time of 12:00 (noon).

Coronation Group Investor Tip The company has however proven that it is able to endure periods of short-term under performance, and the long-term investment prospects of its funds remain highly attractive for the buy in of investors.

With the Coronation Tax-Free Investment, you don't pay tax on your investment returns – both while you're invested and when your investment pays out. The taxes you save remain invested to grow, which can make an enormous difference over the long term. Tax free means: No tax on interest or other income.

How It Works: You invest R10 000 in a unit trust. In return, you receive a number of units, which will be determined by the daily price of the fund on the date of investment. If a unit in the fund is priced at R10 on that day, you will receive 1 000 units for your R10 000.

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