FCI CIS Long Only

IMPORTANT INFORMATION:

In the event that you have provided FCI with your postal address as your preferred method of communication, please change it to your preferred email address at your earliest convenience. This will reduce the risk of potential fraud and improve service delivery.

To protect all the parties from the negative consequences of possible cyber-attacks, we recommend that you confirm the deposit banking details telephonically with our customer service team before transferring any funds. FCI takes no responsibility for any monies paid into incorrect bank accounts, being that due to negligence or cyber fraud linked to your email account.

 

NameForm    Type
FR Additional Contribution  
FR Application - Individual  
FR Application - Individual - TFSA  
FR Application - Legal Entity  
FR Debit Order Change  
FR Investor Details Change  
FR Switch  
FR Transfer  
FR Transfer - TFSA  
FR Withdrawal  
FR Application - Annexure A  
FR FICA Requirements  
FR FICA Risk Rating Questionnaire - Individual  
FR FICA Risk Rating Questionnaire - Legal Entity  
FR Application - New Broker     
FR Broker Change  
FR Broker Details Update  
FR Cession  
FR Discretionary Investment Advisor Online Permission  
FR Dividend Withholding Tax Exemption  
FR Indemnity  
FR Minimum DDQ and Attestation  
FR On-line Registration - Financial Advisor  
FR On-line Registration - Investor  
FR Periodic Review Investor Update - Individual  
FR Periodic Review Investor Update - Legal Entity  
FR Self-Certification Annexure - Individual  
FR Self-Certification Annexure - Legal Entity  
FR Third Party Bank Authorisation  
FR CIS Fees and Fund Information  
FR CIS Fees and Fund Information - Tax Free Savings  
FR Step by Step Manual - Financial Advisor  
FR Step by Step Manual - Investor