Step 1 : Choose your product – Choose between a unit trust, tax free savings, retirement annuity, preservation, living annuity, endowment or global product.
Step 2 : Choose your investment fund – Choose the fund that best matches your risk appetite.
Step 3 : Download application form or invest online Download and complete the application form or invest securely online.
Step 4 : Send us your documents. Email completed forms to retailclients@27four.com
- ID document, drivers licence or a passport.
- Proof of address. (e.g. utility bill or telephone account less than three months old)
- Proof of income tax number
- Proof of bank statement
- All of the above documents
- Birth Certificate
- Co-Habitant Form
- Certificate of Incorporation (CM1) and Notice of Registered Office and Postal Address (CM22).
- Proof of business address.
- Proof of income tax number.
- Proof of authority to act for the company e.g. a directors’ resolution.
- ID documents in respect of all authorised representatives and also all individuals, or legal entities holding 25% or more of the voting rights.
- Proof of bank statement
- Founding Statement and Certificate of Incorporation (CK1) and Amended Founding Statement (CK2).
- Proof of business address.
- Proof of income tax number.
- Proof of authority to act for the close corporation e.g. a members’ resolution.
- ID documents in respect of all authorised representatives and also all individuals, or legal entities holding 25% or more of the voting rights.
- Proof of bank statement
We can have a financial advisor contact you in order to assist in meeting your financial needs. For more information on this please contact us on 0800 000 274 (toll-free) or send an email to retailclients@27four.com
- Official document from foreign regulator witnessing incorporation, bearing the name, number and address.
- Proof of address.
- Proof of income tax number.
- Proof of authority to act for the company e.g. a directors’ resolution.
- ID documents/passports in respect of the all authorised representatives and also all individuals, or legal entities holding 25% or more ofthe voting rights.
- Proof of bank statement
- The constitution or other founding document/ Regulatory approval in terms of which legal entity is created.
- Proof of address.
- Proof of income tax number.
- Proof of authority to act for the entity e.g. trustees’ resolution.
- ID documents in respect of the all authorised representatives.
- Proof of bank statement
- Letters of authority from the Master (SA trust) or foreign regulator (foreign trusts).
- Trust Deed
- Proof of income tax number.
- Proof of authority to act for the trust e.g. resolution.
- ID documents in respect of the all authorised representatives and also all beneficiaries mentioned by name in the trust deed.
- Proof of bank statement