Application Forms

• Investec Access application form

IMS Combined Terms

• IMS Combined Terms Document

Additional investment forms for existing investors

• Addition form
• Change of details form
• Change/confirmation of personal details form
• Investec Access loan repayment form
• Once-off debit instruction
• Switch and redemption instruction
• Transferring between product platforms

Checklists

• Business documentation checklist
• FICA documentation checklist

List of Funds

• FundChoice List of Funds
• FundSelect list of funds
• iSelect list of Funds

Miscellaneous

• Cancellation of financial service provider
• Change of financial services provider
• Corporate Resolution
• FICA documentation checklist
• Notification of cession form
• Trust resolution

Transfer Forms

• Transferring between product platforms