Documents

Helpful Resources

at Your Fingertips

Quickly find brochures, forms, and policy documents to support your financial planning journey.

Intermediary Agreement Application Form

Additional Representative Form

Change of Details Form

FSP Amended Agreement Acknowledgement

FSP Assistant & Finance Rep Online Access Request Form

Cohabitation Declaration

CRS FATCA Self Certification Form (Legal Entities)

CRS FATCA Self Certification Form (Natural Persons)

Ongoing Customer Due Diligence Declaration (Legal Entities)

Sighting of Original Documents

Site Visit Declaration

Honey CDD Requirements

Hollard Savings Plan Simply Put July 2025

Additional Investment Form

Change of Personal Details Form (Natural Person)

Change of Personal Details Form (Legal Entities)

Change of Investment Details Form

Dividend Withholding Tax Form

Security Cession Form

Transfer of Ownership Instruction Form

Withdrawal Form

Switch and Rebalance Form

Honey Investment Products – Person Acting on Behalf of Investor Form

Investment Portfolio List

Hollard Savings Plan Information Document

Hollard Savings Plan (Natural Persons)

Hollard Savings Plan (Legal Entities)

Honey Endowment Plan Simply Put July 2025

Application Form (Natural Persons)

Application Form (Trusts)

Additional Investment Form

Unit Transfer Request

Change of Personal Details (Natural Persons)

Change of Personal Details (Trusts)

Change of Investment Details Form

Security Cession Form

Outright Cession Form

New Policyholder Addendum Form (Natural Persons Investor Forms)

New Policyholder Addendum Form (Trust Investors)

Death Claim Form

Withdrawal Form

Switch and Rebalance form

Honey Investment Products – Person Acting on Behalf of Investor Form

Investment Portfolio List

Information Document

Honey Investment Endowment Products Change of Investment Details Form

Honey Investment Plan Simply Put July 2025

Additional Investment Form

Change of Personal Details Form (Natural Person)

Change of Personal Details Form (Legal Entities)

Change of Investment Details Form

Dividend Withholding Tax Form

Security Cession Form

Transfer of Ownership Instruction Form

Withdrawal Form

Switch and Rebalance Form

Honey Investment Products – Person Acting on Behalf of Investor Form

Investment Portfolio List

Information Document

Honey Investment Plan Application Form (Natural Persons)

Honey Investment Plan Application Form (Legal Entities)

Honey Living Annuity Simply Put July 2025

Investment Application Form

Change of Investment Details Form

Change of Personal Details Form

Additional Contribution Form

Withdrawal Form

Switch and Rebalance Form

Annual Annuity Review Form

Transfer Out Instruction Form

Death Notification and Claim Form

SARS Tax Deduction Rate Opt-Out Form

Policy Replacement Form

Honey Investment Products – Person Acting on Behalf of Investor Form

Information Document

Investment Portfolio List

Honey Preservation Plan Simply Put July 2025

Information Document

Investment Application Form

Withdrawal Form

Switch and Rebalance Form

Change of Investment Details Form

Change of Personal Details Form

Retirement Notification Form

Hollard Retirement Products Transfer Out Instruction Form

Hollard Retirement Products Component Transfer Instruction Form

Hollard Retirement Products Death Notification and Claim Form

Declaration of Non-South African Tax Residency Form

Honey Investment Products – Person Acting on Behalf of Investor Form

Investment Portfolio List

Honey Retirement Annuity Plan Simply Put July 2025

Information Document

Investment Application Form

Additional Investment Form

Withdrawal Form

Switch and Rebalance Form

Change of Investment Details Form

Change of Personal Details Form

Retirement Notification Form

Hollard Retirement Products Transfer Out Instruction Form

Hollard Retirement Products Component Transfer Instruction Form

Hollard Retirement Products Death Notification and Claim Form

Declaration of Non-South African Tax Residency Form

Annual Fee Renewal Instruction Form

Honey Investment Products – Person Acting on Behalf of Investor Form

Investment Portfolio List

Honey Retirement Annually Employer Contribution Addendum Form

Honey Pension and Provident Savings Withdrawal Form

Honey Pension and Provident Fund Change in Member Details Form

Honey Pension and Provident Switch Form

Honey Umbrella Information Document