Tax-free Investment Account Application Form

Tax-free Investment Account Application Form
Follow these five steps below to invest with us:

What are you looking for in a financial advisor -> Choose your investment amount -> Choose your risk profile -> Fill in your details ->Submit your investment -> Sign and submit your documents.
1. What are you looking for in a financial advisor?
Select all that apply*

I’d like to create a diversified investment portfolioI’d like to save money on my taxesI’d like someone to completely manage my investments, so that I don’t have toI’d like to match or beat the performance of the markets

2. Choose your investment amount

Please tell us whether you would like to make a once-off lump sum investment of R30,000, or a monthly contribution.

The minimum monthly contribution is R850; the maximum is R2,500.
Investment frequency*
Monthly debit order investment amount*
Min. R500, Max. R2,750

3. Choose your risk profile

We help you determine the investment portfolio best suited to your profile based on a number of questions, but you may decide on a different risk profile.
Which of the following best describes your investment objective?*

High return, high short-term volatilities (Expected annualised return of 12%~20%)Medium return, medium short-term volatilities (Expected annualised return of 10%~12%）Lower return, low short-term volatilities (Expected annualised return of 7%~10%）I am not sure

3. Choose your risk profile

We help you determine the investment portfolio best suited to your profile based on a number of questions, but you may decide on a different risk profile.
You would like to keep the money invested for:*

1~2 years3~4 years5~9 years10 years or more

3. Choose your risk profile

We help you determine the investment portfolio best suited to your profile based on a number of questions, but you may decide on a different risk profile.
What is your annual after-tax income?*

3. Choose your risk profile

We help you determine the investment portfolio best suited to your profile based on a number of questions, but you may decide on a different risk profile.
How much would you like to invest offshore?*

25%50%75%100%You decide for me