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Invest Online
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Institutional Investor
Individual Investor
Financial Adviser
Invest Online
1. Investor Details
This should take about 5 minutes
2. Investment Details
This should take about 10 minutes
3. Download Your Documents
This should take about 2 minutes
To complete this form you're going to need the following information:
A valid email address (so we can send you confimation)
A South African person identification number (for residents)
Your bank details (or somebody elses if you're investing on behalf of them)
1. Investor Details
Basic details
Title
*
Mr
Mrs
Miss
Dr
Full Name
*
Surname
*
Date of Birth
01
02
03
04
05
06
07
08
09
10
11
12
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30
31
Date of Birth (Month)
January
February
March
April
May
June
July
August
September
October
November
December
Date of Birth (Year)
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
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1982
1981
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1919
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1916
1915
1914
1913
1912
1911
1910
1909
1908
1907
1906
1905
1904
1903
1902
1901
Email
*
Residency Information
Residency Information
South African resident
Personal identification number
*
Income Tax Reference
*
Residential Address
Address line #1
*
Address Line #2
*
City
*
Postal code
*
Postal Address
Postal Address
My postal address is the same as my residential address above
Address line #1
Address line #2
City
Postal code
Telephone & fax numbers(At least one contact number should be provided)
Work number
Cell phone number
Home number
Fax number
How do you want us to contact you?
Preferred Method
*
Please choose
Email
Post
Do you want online access to your funds?
Online access
Yes I want online access to my funds
No I don't want online access to my funds
Type of access
Electronic Transaction
View Access
Next Step:
Investment Details
Investment Details
This should take about 10 minutes
2. Investment Details
Select fund(s)
Funds to invest in
Lump sum investment
(10,000 min)
Monthly Contribution
(Optional)
Fund Name
Please choose
Money Market Fund R
STeFI Plus Fund A
High Income Fund A
Opportunity Income Fund A
Diversified Income Fund A
Gilt Fund A
Absolute Income Fund A
Absolute Balanced Fund A
Opportunity Fund A
Cautious Managed Fund A
Managed Fund A
Equity Fund A
Active Quants Fund A
Growth Fund A
Value Fund A
Commodity Fund A
Emerging Companies Fund A
Property Equity Fund A
Global Opportunity Income Fund of Funds A
Global Balanced Feeder Fund A
Global Equity Fund of Funds A
Worldwide Equity Feeder Fund A
R
R
X
Add more funds
Monthly contribution debit order instruction
Please take monthly contributions starting from:
Day
1st
7th
15th
22nd
Month
January
February
March
April
May
June
July
August
September
October
November
December
Year
2011
2012
2013
2014
2015
2016
2017
Please increase the monthly investment automatically on the anniversary date each year by an
Monthly contribution type
escalation % per annum
annual amount of
per annum
Please choose
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
annual amount
Income distribution
All distributions below R100 will be re-invested automatically
Income distribution
Re-invest my interest and dividends automatically
Pay interest and dividents automatically into my bank account
Your banking details
Name of Bank
*
Branch Name
*
Account holder name
*
Branch Code
*
Account number
*
Type of account
*
Please choose
Savings
Cheque
Investments for a 3rd party
Investments for a 3rd party
I'm investing on behalf of someone
Name of Bank
Branch Name
Branch Code
Account holder name
Account number
Type of account
Please choose
Cheque
Savings
FNB's banking details
Name of bank:
FNB
Branch:
Corp Core Banking/GTS JHB
Branch code:
255005
SWIFT bank identifier code (BIC):
FIRNZAJJ
Terms & conditions
Terms and Conditions
*
I confirm I accept the
terms & conditions
Generated PDF
Investor Details
Next Step:
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