Tax-free Investment Account Application Form

Tax-free Investment Account Application Form
We use Allan Gray's investment platform, one of the leadings investment solutions in South Africa, to offer you a Tax-free Investment Account.

Follow these six steps below to invest with us:

What are you looking for in a financial advisor -> Choose your investment amount -> Your investment portfolio -> Fill in your details -> Submit your investment -> We will send you the formal application form and ask you to submit supporting 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 R36,000, or a monthly contribution.

The minimum monthly contribution is R500; the maximum is R3,000.
Investment frequency*
Monthly debit order investment amount*
Min. R500, Max. R3,000

3. Your investment portfolio

We partner with Morningstar Investment Management in offering you the Morningstar TFSA Portfolio. This portfolio is designed for Tax free Savings Account contributions. The flexible mandate allows this portfolio to invest in a combination of local and international investments across all asset classes. The portfolio is suitable for investors with a time horizon of 5 to 7+ years and a high risk profile, as it may invest up to 100% in equities and 100% offshore.

Let us know if you would like a different portfolio.

4. Tell Us About You
Full Name*

TitleFirst NameLast Name
E-mail*
Mobile Number*

Area CodePhone Number
Telephone (W)

Area CodePhone Number
Birth Date*

DayMonthYear
Gender*

MaleFemale
ID number*
Physical address*

Street Address

Street Address Line 2

CityState / Province

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

Different postal address
Postal address

Street Address

Street Address Line 2

CityState / Province

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

IncomeSavingsDonationInvestmentOtherOther
Date of commencement*

YearMonthDay
Payment method

Due to security and confidentiality, we will confirm with you your banking details when we send the formal application form to you.
Do you have any additional comments or questions:
Financial adviser fees

Intial advice fee: 0.58% including VAT

Annual advice fee: 0.58% including VAT

Morningstar charges a portfolio management fee of 0.23% including VAT
Signature of investor

Clear
Should be Empty: