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CLIENT DECLARATION: 2026

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The document is a client declaration form for transferring interests from one retirement fund to another, specifically under Section 14 of the Pension Funds Act. It outlines the client's request for transfer, acknowledges the risks and implications involved, and confirms understanding of potential market fluctuations affecting the transfer value. The document also includes details about fees, approval requirements, and indemnification of the transferring fund.

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Click ‘Get Form’ to open the CLIENT DECLARATION: in the editor.
Begin by entering your name and surname or the name of your company or trust in the designated field.
Provide your ID, passport number, or registration number as required.
Input your investment number in the specified section.
State the reason for the transfer clearly in the provided space.
Select the PSG Wealth fund you wish to transfer from by checking one of the options: Retirement Annuity Fund, Provident Preservation Fund, or Pension Preservation Fund.
Fill in the estimated value of your interest that may be transferred to the Transferee Fund, keeping in mind market fluctuations.
Review all terms and conditions outlined in the declaration before signing. Ensure you understand each point regarding fees, risks, and implications of the transfer.
Sign and date the declaration at the bottom of the form to confirm your request for transfer.

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