Data Gathering Form

  • Data Gathering for Initial Consultation

    To prepare for our initial consultation, which will be conducted virtually via Zoom or Microsoft Teams, I will need some basic information from you. Please note that the information collected here is solely for financial planning purposes and does not constitute an application, nor does it commit you or us to any agreement. Rest assured, your privacy is of utmost importance to us, and all your information will be kept strictly confidential. Alexander Forbes Group Holdings Limited and its subsidiary companies, collectively referred to as Alexforbes, acknowledge their responsibility to adhere to the regulations outlined in the Protection of Personal Information Act 4 of 2013 (POPIA).
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  • Personal Information

  • 0/10
  • 0/13
  • Rows

  • Address Details

  • Contact Details

  • 0/10
  • 0/10
  • 0/10

  • Banking Details

    We do not require your account number. We only need bank name and type of account.

  • Employer Details

  • Additional Investments

    It is extremely important (particularly from a tax perspective) to have a full picture of all your investments.

  • Spouse / Partner Details

  • 0/13
  • 0/10
  • Rows

  • About your children

  • Indemnity

  • We will take all reasonable precautions to protect the confidentiality of information. Alexforbes will not be held liable for any loss arising from incorrect or insufficient information given to us by you or any third party on your behalf. Alexforbes is hereby indemnified from and against all and any loss, damages, costs, and expenses that may be sustained or incurred directly or indirectly as a result of any error or omission resulting from any incorrect or inadequate information provided by you or by third parties authorised by you.

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