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How to invest with Palmyra Asset Management?


To invest in any of the Palmyra Unit Trusts is easy. Simply follow the steps below. If you aren’t sure which of our products is best suited to your needs, we suggest you seek independent financial advice.

1

Minimum Investment

Check that you have the necessary minimum investment. These are listed in the application form. You can access our expertise from as little as R500 a month.

2

Submit Application

Fax the completed application form, proof of deposit and required documents to:
+27 (0) 86 502 5319 or email to instructions@bci-transact.co.za.

Minimum Disclosure Documents

Unit Trust View
Palmyra BCI Stable Fund
Palmyra BCI Balanced Fund
Palmyra BCI Property Fund
Palmyra BCI SA Equity Fund
Palmyra BCI Global Flexible Fund of Funds

Application Forms


Application form - Individual

Application form - Legal Entities

Additional Contribution

Switch form

Investor Details Update Form

Transfer Form

Withdrawal Form

Debit Order Change Form


Documents that we need from you

1. Proof of who you are: a copy of your ID or passport.
2. Proof of your home address: copy of a utility bill/rates and taxes or a Telkom account (not older than 3 months).
3. Proof of banking details: a cancelled cheque or a copy of a bank statement (not older than 3 months).


If you are investing on behalf of a company, trust or other legal entity, we need additional documents. Please refer to the application form for a list of these.