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Through this portal, you can tap into Alexander Forbes Investments' insight and research, which spans the vast asset management and retirement industry.
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FORMS
Application Forms
General Forms
Application Form for Individual Investors
Add or Remove a Jointholder Form
Application Form for Legal Entities
Additional Investment Form
Self Certification for Individual Investors
Change of Personal Details Form
Self Certification for Legal Entities
Change of Financial Adviser or Charges Form
Self Certification for Joint Investors
Deed of Cession Form
Fees & Charges
Joint Address
Portfolio Summary
Withdrawal Form
Transfer Form
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