Attention: MiPlan Unit Trust Investors
Following the successful ballot of investors, the MiPlan funds will be administered by Boutique Collective Investments (RF) (Pty) Ltd (“BCI”) with effect from close of business on 19 September 2025. Please see below:
Your client account number
Your existing account numbers will remain as is. Please reference these account numbers in all communications and electronic transfers.
Transaction Instructions
Kindly email your signed instructions (with proof of payment where applicable) to bci-instruct@fundrock.com. Please note that all instructions must be completed on the appropriate application forms which are available on www.bcis.co.za or www.miplan.co.za.
Banking details
The bank account details used for investor transactions will be retained and the account name will be changed. These details will be made available during the transaction verification process.
BCI Contact Details:
Tel: (021) 879 9937 or (021) 879 9939
Email address for instructions: bci-instruct@fundrock.com
Email address for queries: bci-clientservices@fundrock.com
| Previous name | New name |
| MiPlan IP Balanced Defensive Fund | MiPlan BCI Balanced Defensive Fund |
| MiPlan IP Balanced Fund | MiPlan BCI Balanced Fund |
| MiPlan IP Balanced Plus Fund | MiPlan BCI Balanced Plus Fund |
| MiPlan IP Beta Equity Fund | MiPlan BCI Beta Equity Fund |
| MiPlan IP Global Macro Fund | MiPlan BCI Global Macro Fund |
| MiPlan IP Global AI Opportunity Fund | MiPlan BCI Global AI Opportunity Fund |
| MiPlan IP Sarasin EquiSar Feeder Fund | MiPlan BCI Sarasin EquiSar Feeder Fund |
| Global IP Opportunity | BCI Global Opportunity Fund |
Click here to read full the investor letter.
IPMC, BCI Investor Letter