Invest in Investec Retirement Annuity

Investing in your future with Investec Asset Management is simple. To invest directly into an Investec Retirement Annuity simply follow the steps below:


Complete and fax a PDF application form please click on the ‘PDF application’ button below:

  

FICA documents

Please note that you can deposit funds into your Investec Unit Trust prior to Investec Asset Management receiving the required FICA documents. (However, you may not access your funds until Investec Asset Management has received your FICA documents). The requisite FICA documents comprise the following:

  • ID Copy or drivers licence or Passport (if foreign)
  • Proof of Address 
  • Cancelled cheque / bank statement bearing the logo of the bank as proof of the bank details in the name of the individual.