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Let’s get you set up for your financial plan
This will take about 5 minutes. Once completed, we’ll send your Letter of Authority for secure e-signature. After that, you’ll be able to book a meeting directly into my calendar.
6
Questions
Start onboarding
1
About you
We just need a few basic details to verify your identity and prepare for your discussion.
Full names and surname as per ID
Maiden name (if applicable)
ID number
Gender
Email address
Phone number
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Individual
Trust
Family Trust
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Individual
Trust
Family Trust
Type of entity
Provide trust name and registration number (if applicable)
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Occupation details
This helps us understand your work environment and tailor recommendations appropriately.
Nominated occupation
Employer
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% time spent on heavy manual duties (e.g. miner, mechanic)
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3
Additional information
This information helps us provide more accurate and personalized financial planning. You can skip anything you’re not comfortable sharing right now.
Highest qualification
Average gross monthly income
Marital status
Number of dependents
Have you smoked/vaped within the last 12 months?
Retirement age
Any hazardous pursuits? (e.g. aviation, diving)
Are you COVID vaccinated? (If yes - type and number of doses)
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4
What you already have in place
This helps us understand your current setup and request the correct information before your meeting. Please indicate whether you have the following in place, and with which institution.
Medical aid
Short term insurance
Employee benefits (group risk and pension/provident)
Will/testament
Life insurance
Investments
Any additional information you would like to bring to my attention that is important for your financial planning?
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5
Authority and consent
*
This field is required.
By providing this authority, you consent to Optimum Financial Services Group, its representatives and assistants obtaining relevant information regarding your insurance, investments, retirement funds and employment benefits from financial institutions and service providers, in order to provide advice, intermediary services and financial needs analysis. You also consent to the collection, holding, processing and sharing of your personal information for these purposes. This authority will remain valid until cancelled by you in writing.
I authorize Optimum Financial Services Group and its representatives to obtain and process my financial information for advice and intermediary services.
I consent to continued advice, administration and recovery of applicable fees on my existing investment portfolio until my estate is finalized.
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6
You’re almost done
Thank you for completing your details. Your Letter of Authority will now be sent to you via QuicklySign for secure electronic signature. Please check your email and complete the signature as soon as possible. Once your Letter of Authority has been signed, you’ll receive a link to book a meeting directly into my calendar. Your information is handled securely and only used for providing financial advice and intermediary services
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