it3s tax certificate tax year 2018 agtf602409 319619 direct 43241 22 may 2018 (PDF)

Investor name:
Investor number:
Investor account number:
ID/Passport number:
Income tax number:
Country of tax residence:

Mr LAZARUS MANDABVA
319619
AGTF602409
DN497315
1486704149
SOUTH AFRICA

Page 1 of 1
Statement date: 22 May 2018

IT3(s) Tax-free investment account tax certificate for the 2017/2018 tax year
01 March 2017 to 28 February 2018
Account number

AGTF602409

SARS source code

Contributions

Withdrawals

Net return1

Interest2

Dividends2

Capital gain / loss2

R 14 000.00

R 0.00

R 744.68

R 0.00

R 0.00

R 0.00

4219

4248

4239

4241

4242

4243

Explanatory notes
1. Net return is based on the market value as at 28 February 2018 and represents the profit or loss made over the course of the tax year, net of any adviser and/or administration fees, if applicable.
2. Your Allan Gray Tax-Free Investment Account is an investment policy issued by Allan Gray Life Limited (Allan Gray Life). Allan Gray Life owns all underlying investments of your account and, as a result, all
income earned on the underlying investments (interest and dividends) and capital gains/losses accrue to Allan Gray Life for tax purposes and not directly to you. These values therefore reflect as zero and
you should indicate them like this in your income tax return. For your reference, all investment income is shown in the distribution table on your transaction history statement.