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FORMS

DISCRETIONARY INVESTMENTS

Additional Contribution Application Form
Debit Authority Form
Debit Order Amendments Form
New Investment Application Form
New Investment Application Tax free Savings Form
Recurring Withdrawal Instruction Form
Unit Transfer Form
Withdrawal Instruction Form
New Investment Application Endowment Product Individuals
New Investment Application Endowment Product Trusts

RETIREMENT PRODUCTS

Additional Contribution Application Retirement Fund
Notification of Retirement Form
Debit Order Amendments Form
Retirement Fund Investment Application Form
Retirement Fund Change of Dependants and Beneficiaries Form
Retirement Fund Withdrawal & S14 transfer Instruction Form
Market Linked LA Application Form
Market Linked LA Additional Contributions Form

FINANCIAL ADVISORS

FSP Application Form
Model Portfolio Rebalance Form

GENERAL

Dividend Tax Exempt Form
Change of Static Details Form
Switch Instruction Form
Dividend Tax Reduced Rate Form
FATCA Self Certification Form Individual
FATCA Self Certification Form Legal Entity
FATCA and CRS FAQ
Interest Withholding Tax Exemption and Reduced Rate Form
FICA Requirements List Form

COMPLIANCE

Complaints Resolution Policy
Conflict of Interest Policy
Privacy Policy
Terms and Conditions
Terms of Website Use
Promotion of Access to Information Manual (PAIA)
Consent to process Personal Information form

Need help? Call our client service centre at 010 593 3103

INDEPENDENT, INNOVATIVE, INVESTMENTS - THE POWER OF

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Block A, Capital Park, Erling Road, Riverglen, Dainfern, 2191

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admin@wealthport.co.za
010 593 3103

Wealthport (Pty) Ltd, a private company incorporated in the Republic of South Africa, registration number 2012/025878/07. An approved administrative financial services provider, FSP number 44158 and Retirement Funds administrator, approval number 24/714. The aforementioned licenses allow The Administrator, via its FSCA approved Nominee Company to facilitate bulk investment trades and is in return responsible to maintain the underlying registers of ownership.

© Wealthport Pty (Ltd) 2021