Forms

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Application forms

These forms are used to apply for an investment at MET Collective Investments.

Application form generator

Use our upgraded application form generator to build a streamlined application for your specific investment. You will also be able to get your expected annual costs (EAC) emailed to you after you have completed your form. If you have any comments or suggestion, or if you experience any issues with this form, please email us at met.emailus@metci.co.za.
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Tax forms

These forms relate your tax details and to compliance with the international tax legislation, being the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standards (CRS), which allows for the efficient exchange of information between South Africa and other participating jurisdictions.

To be able to complete the forms below correctly, you may need the list of other countries’ country codes. Click here.

Tax addendum for entities form
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Self-certification form for entities
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Self-certification form for individuals
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Beneficial owner form
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General forms

Additional contribution form 
This form is used to apply for an additional single investment or increase your monthly contribution.
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Change of income distribution
This form is used to change your income distribution.
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Cession notification form
This form is used if you want to cede your investment.
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Change of financial adviser
This form is used to change your financial adviser.
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New and change of regular investment and withdrawal
This form is used to add a new regular investments and/or withdrawals or change your existing regular investments and/or withdrawals.
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Change of personal details 
This form is used to update your personal details.
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Debit order update form
This form is used to update your banking and/or debit order details.
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Repurchase form
This form is used to withdraw money from your investment.
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Switch form
This form is used to instruct us to switch between portfolios.
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Third-party payment
This form is used to pay withdrawal proceeds from the portfolio/s to a third party.
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Transfer of ownership form
This form is used to transfer your investment to a person/company/CC/trust.
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