How to invest


InstitutionIndividual


Truffle Unit TrustsTruffle Hedge Funds


Step 1: Choose a unit trust that is appropriate for you

We offer a range of unit trusts that target different investment objectives and are exposed to different levels of risk.

  • View our range of unit trusts to find a unit trust that is appropriate for you.
  • It’s very important to read the latest factsheet of the unit trust you are interested in before you finalise your decision. If you are not confident about whether your choice is the right one for you, we recommend that you consult a financial adviser.

Step 2: Choose how you want to access the selected unit trust

You can invest directly with us or access the selected unit trust via different investment platforms. An investment platform is like a supermarket in that it provides access to investment products (such as unit trusts) from different brands.

If you choose to invest directly with us, please follow steps 3 to 5 below.

Step 3: Get the required FICA documents ready for your application

Please contact us to find out what the FICA requirements are.

Step 4: Complete and submit the application form

  1. Download the application form and complete it
  1. Submit the completed form and supporting documents to:
    UTinstructions@sanlaminvestmentssupport.com
    0860 724 467 (fax)

Step 5: Wait for confirmation

You will receive electronic confirmation once your investment is finalised, which will be once:

  1. Your completed and signed application form with all the necessary supporting documents is received
  2. Sanlam has contacted you advising on how payment is to be made

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.


I have read and agree with the terms and conditions below
Hedge Fund Disclaimer


Step 1: Choose a hedge fund that is appropriate for you

  • View our range of hedge funds.
  • It’s very important to read the latest factsheet of the hedge fund you are interested in before you finalise your decision. If you are not confident about whether your choice is the right one for you, we recommend that you consult a financial adviser.

Step 2: Get the required FICA documents ready for your application

Please contact us to find out what the FICA requirements are.

Step 3: Complete and submit the application form

  1. Download the application form and tax self certification form and complete it.
  1. Transfer the investment amount if you are investing via electronic transfer or a cheque deposit
    Please include the proof of deposit with your application. Please use your entity name as payment reference.
  1. Submit the completed form and supporting documents to:
    info@truffle.co.za
    +27 (0)11 325 0331 (fax)

Step 4: Wait for confirmation

You will receive electronic confirmation once your investment is finalised, which will be once:

  1. Your completed and signed application form with all the necessary supporting documents is received
  2. The funds are received

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.


Truffle Unit TrustsTruffle Hedge Funds


Step 1: Choose a unit trust that is appropriate for you

We offer a range of unit trusts that target different investment objectives and are exposed to different levels of risk.

  • View our range of unit trusts to find a unit trust that is appropriate for you.
  • It’s very important to read the latest factsheet of the unit trust you are interested in before you finalise your decision. If you are not confident about whether your choice is the right one for you, we recommend that you consult a financial adviser.

Step 2: Choose how you want to access the selected unit trust

You can invest directly with us or access the selected unit trust via different investment platforms. An investment platform is like a supermarket in that it provides access to investment products (such as unit trusts) from different brands.

If you choose to invest directly with us, please follow steps 3 to 5 below.

Step 3: Get the required FICA documents ready for your application

  1. Proof of your identity
  2. Proof of your banking details
  3. Proof of your residential address
  4. Third-party details (if applicable)

Step 4: Complete and submit the application form

  1. Download the application form and complete it
  1. Submit the completed form and supporting documents to:
    UTinstructions@sanlaminvestmentssupport.com
    0860 724 467 (fax)

Step 5: Wait for confirmation

You will receive electronic confirmation once your investment is finalised, which will be once:

  1. Your completed and signed application form with all the necessary supporting documents is received
  2. Sanlam has contacted you advising on how payment is to be made

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.


I have read and agree with the terms and conditions below
Hedge Fund Disclaimer


Step 1: Choose a hedge fund that is appropriate for you

  • View our range of hedge funds.
  • It’s very important to read the latest factsheet of the hedge fund you are interested in before you finalise your decision. If you are not confident about whether your choice is the right one for you, we recommend that you consult a financial adviser.

Step 2: Get the required FICA documents ready for your application

  1. Proof of your identity
  2. Proof of your banking details
  3. Proof of your residential address
  4. Third-party details (if applicable)
  5. Proof of tax

All FICA documents need to be certified. For FICA options that do not require certification, please contact us directly.

Step 3: Complete and submit the application form

  1. Download the application form and tax self certification form and complete it.
  1. Transfer the investment amount if you are investing via electronic transfer or a cheque deposit
    Please include the proof of deposit with your application. Please use your ID as payment reference.
  1. Submit the completed form and supporting documents to:
    info@truffle.co.za
    +27 (0)11 325 0331 (fax)

Step 4: Wait for confirmation

You will receive electronic confirmation once your investment is finalised, which will be once:

  1. Your completed and signed application form with all the necessary supporting documents is received
  2. The funds are received

In the event of you experiencing any problems with the above process, please contact us and allow us to assist you further.

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