Phasing out of manual instruction forms

By Nedgroup Investments

In line with our digital developments, we are moving towards removing the manual instruction forms from our website for all transactions that can be performed digitally.

Please note these important dates:

15 June - Withdrawal forms for unit trusts and tax-free investments for individuals were removed. Please contact our client services team for assistance with withdrawals to be paid into a new bank account that we may not have on record.

1 July - Initial investment forms for unit trusts and tax-free investments for individuals were removed. Please contact our client services team for assistance with initial investments

  • with a phase in or  recurring withdrawal; or
  • where the relationship between the investor and the person acting on behalf of the investor is anything other than a parent of a minor child
31 July - Additional investment and debit order change forms for unit trusts and tax-free investments for individuals will be removed