Individual

How to Invest

Investing in the Capital Link Partners Stable Income 27four Fund is simple,
transparent, and designed for both individual and institutional investors. You can
invest directly into our fund, with all administration handled by Prescient Fund
Services.

Step 1: Complete the Application
Download and complete the relevant application form below:
- Individuals (Natural Persons) – Individual Application Form
- Legal Entities (Companies, Trusts, etc.) – Entity Application Form

Step 2: Submit Required Documents
Attach the required FICA (Know Your Client) documentation as outlined in the
application form. FICA requirements differ depending on your investor type
(individual, company, trust, etc.).
Email your completed application and supporting documents to:
27fouradmin@prescient.co.za

Step 3: Application Review and Investor Number
Once your documents have been reviewed and verified, you’ll receive your Investor
Number, confirming that your investment account has been successfully opened.

Step 4: Transfer Your Investment
Using your allocated Investor Number as reference, transfer your investment directly
to the fund’s designated bank account as specified in your confirmation
correspondence.
- Minimum Lump Sum Investment: R5,000
- Minimum Monthly Debit Order: R500
You may invest via lump sum, debit order, or both, depending on your preference.

Confidential

Step 5: Ongoing Reporting
You’ll receive monthly statements and an annual tax certificate from Prescient Fund
Services, the fund’s independent administrator. Prescient ensures that investor
accounts are accurately maintained, transactions are processed efficiently, and all
reporting complies with regulatory standards.


About Prescient Fund Services

Prescient Fund Services (Pty) Ltd is an independent and trusted fund administrator
in South Africa. The company provides fund accounting, valuation, and investor
servicing solutions to asset managers and financial institutions. With a strong focus
on accuracy, transparency, and operational efficiency, Prescient ensures all investor
transactions and reporting are handled with integrity and precision.


Download Forms
Application forms:
- Legal Entities Application Form- Individual Application Form
Additional Forms:
- Withdrawal Form- Additional Inflow Form
Capital Link Partners
ISO/IEC 27001: 2022 Compliant
We are an investment firm that strives for excellence in providing
solutions that support our clients to reach their full potential. We are vibrant,
dynamic and a talented team of professionals.
+27 (10) 001 0150info@clpsa.co.za
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© Capital Link Partners 2025. All Rights Reserved. Capital Link Partners (Pty) Ltd is an authorised Financial Services Provider (FSP No. 47485).
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