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  • Products & Services
    • Capricorn Unit Trusts
    • Explore our full range of Unit Trust funds, formerly Bank Windhoek Unit Trust. View fund fact sheets and daily unit prices.
    • Business Solutions
    • Maximize your business returns with our tax efficient solutions.
    • Pension Funds & Institutions
    • We offer a range of products and services to pension funds large and small, as well as parastatals covering all major asset classes.
    • Prospective Borrowers
    • Caliber Capital Trust is an impact investor and a provider of flexible and customized long-term financing to medium-size businesses and financial services providers in Namibia
    • Investment Platform
    • Discover the benefits of your digital login.
    • Wealth Management
    • Specialized Wealth Solutions. It’s what you’re looking for. It’s what we deliver.
    • Monthly Savings Option
    • Actively managed solutions to reach your goals.
    • Online Services
    • Discover where we service you, anywhere and anytime.
    • Government Bonds
    • Obtain certainty of future cashflows and a government guarantee of the final maturity value.
  • Forms, Tools & Banking Details
    • Application forms
    • View all the necessary forms to make your investment journey easy.
    • Fund Factsheets
    • View fund details, performance history and allocations
    • Risk Assessment
    • Risk is good, so what risks should you take? Calculate your risk now...
    • Brochures
    • View our offering and Capricorn Unit Trust Funds in more detail.
    • Tips & FAQ
    • Your questions regarding your Investment portfolio with us answered.
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    • Capricorn Asset Management Banking Details.
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    • View all job opportunities available at Capricorn Group.
    • Capricorn Foundation
    • View more details about the Capricorn Foundation.
  • About Us
    • Overview
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  • Unlisted Investments
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Page Content

​​​​​​​​​​​Application Forms - Legal Entity​​

 
New Investor Forms​​​
  • New Investor Application Fo​rm - Legal Entity (A-3)​
  • Mandate Holder Details Form ​(A-5)
Instruction Forms
  • Additional Unit Trust Investment - Legal En​tity (​B-2)​​
  • Unit Trust Deposit - Leg​al Entit​y (D-3)
  • Unit Trust Income Distribut​ion ​- Legal Entity (D-6)​​
  • Unit Trust Switch In​st​ruction - Legal Entity (S-2)​​
  • Unit Trust Withdrawal - Legal​ E​ntity (W-3)​
  • Unit Trust Recurring Instruction - Legal E​ntity (W-4​)​
Other Forms​
  • Change in Investor Details - Legal Entity (A-4)​
  • Digital Channels Registration Form - Legal Entity (​E-3)​​
  • UBO & Related Party Information - Legal Entity (A-6)​
  • Client Financial Information - Legal Entity (F​​-​7)​
  • KYC Update Form - Legal Entity (F-8.3)
  • KYC Update Form - Legal Entity (F-8.4)​
  • EDD Annexu​re​ ​- (F-1)
  • Foreign Accoun​t Tax Compliance ACT (FATCA) Annexure - (F-3​)​​

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Legal Entity
Capricorn Group(CGP) Share Price:    
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Capricorn Group
Capricorn Private Wealth
Bank Windhoek
Bank Gaborone

Investment Platform Terms and Conditions

Capricorn Asset Management

Contact us:

Capricorn Asset Management
Postal Address:
PO Box 284, Windhoek
Namibia

3rd Floor;
Capricorn Corner
c/o Nelson Mandela and Hofmeyer Street,
Klein Windhoek, Windhoek, Namibia

Contact Centre
+264 61 299 1950
info@cam.com.na