Investor Forms & Fund Documentation

The following Investment Managers co-host portfolios with FundRock South Africa, which are available for investment.

Investor Application forms as well as instruction forms are made available below, and under each Investment Manager link (co-branded).

Fund Documents such as Minimum Disclosure Documents are displayed per co-hosted Investment Manager link below.

FundRock Hedge Funds General Application Forms

• FR Hedge Fund Additional Contribution

• FR Hedge Fund Application - Annexure A

• FR Hedge Fund Application - Individual

• FR Hedge Fund Application - Legal Entity

• FR Hedge Fund Application - New Broker

• FR Hedge Fund Debit Order Change

• FR Hedge Fund FICA Requirements

• FR Hedge Fund FICA Risk Rating Quest -Individual

• FR Hedge Fund FICA Risk Rating Quest -Legal Entity

• FR Hedge Fund Investor Details Change

• FR Hedge Fund Switch

• FR Hedge Fund Transfer

• FR Hedge Fund Withdrawal

Terms of Engagement

If you would like to know more about the process on investing with us, please find the below Terms of Engagement document, to invest with us in capacity as an Entity or Individual: