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 portfolio I’d like to save money on my taxes I’d like someone to completely manage my investments, so that I don’t have to I’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 years 3~4 years 5~9 years 10 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

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.
4. Tell Us About You
Full Name *

Title First Name Last Name
E-mail *
Mobile Number *

Area Code Phone Number
Telephone (W)

Area Code Phone Number
Birth Date *

Day Month Year
Gender *

Male Female
ID number *

Physical address

If the postal address is different from the physical address, please tick this box

Different postal address

Postal address

您的職業 Your occupation *
Language of communication: English
Method of communication: Email
Registered tax payer *
Income tax reference number
Source of funds (compulsory for FICA purposes) *

Income Savings Donation Investment Other
Date of commencement *

Year Month Day Date Picker Icon
Payment method
Monthly debit order day
Pay directly to Discovery (EFT)
Direct debit order authority
Name of accountholder
Name of bank
Branch name
Branch code
Account number
Account type
Signature of payer

Clear
About Your Existing Investment Portfolio
Total investments right now?
The annual return on your current investments?

20% and above 15% - 20% 12% - 15% 8% - 12% 5% - 8% Below 5% I have no idea
Do you have any additional comments or questions:
Financial adviser fees

Intial advice fee: 0.0%

Annual advice fee: 1.14% including VAT
Signature of investor

Clear
Geolocation *