Documents

Please complete this form to begin your Retail Hedge Fund investment as an individual. Supporting documents are required in accordance with FICA regulations — kindly refer to pages 19 to 22 of the application form for more information.

Please complete this form to begin your Tax-Free Savings Account investment as an individual investor. Supporting documents are required in accordance with FICA regulations — refer to page 11 of the application form for details.

Complete this form to make an additional investment into your existing account.

Complete this form to request a withdrawal or redemption of your funds.

Complete this form to update your personal details (such as contact details or banking information) or account information (such as debit orders or distributions).

Complete this form to provide information about your tax residency and classification as an individual or controlling person of an entity, as required under the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).

Read this document for important additional information specific to the Fairtree Assegai Segregated Portfolio – Class TT Shares, which supplements and takes precedence over the South Africa Alpha SPC Private Placement Memorandum.

Complete this form to provide information about your entity’s tax residency and classification, as required under the Foreign Account Tax Compliance Act (FATCA) and the OECD Common Reporting Standard (CRS).

The beginning of the third quarter saw the national election resulting in more positive results than what was expected.

The South African Reserve Bank (SARB) is expected to follow suit with rate cuts as local inflation risks remain manageable.

Economic data from South Africa has been weak for the first month of the year.

Local equity markets had a negative month during October, as global factors had a significant impact on emerging markets sentiments.