Wealth and Investment Management Application

  1. Step 1
    Start
  2. Step 2
    Personal Information
  3. Step 3
    Compliance Acceptance
  4. Step 4
    Payment Details
  5. Step 5
    Consent
  6. Step 6
    Final
  7. Step 7

    Finish


Your product information


You have arrived here because you chose to apply for an investment product. Please complete the following fields to complete your application.

Your client reference number:

1JIIF6

The product you are applying for:

Absa Balanced Fund

Did you know, we also have the following Unit Trusts which you can also apply for?

Fund Name
Fund Fact Sheet
Invest in Fund
Absa Money Market
Absa Income Enhancer Fund
Absa Smart Alpha Income Fund
Absa Flexible Income Fund
Absa Bond Fund
Absa Multi Managed Bond Fund
Absa Tactical Income Fund
Absa Core Income Fund
Absa Inflation Linked Income Fund
Absa Multi Managed Income Fund
Absa Bond Index Fund
Absa US Dollar Income Fund
Absa Sterling Income Fund
Absa Euro Income Fund
Absa Fundisa Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Inflation Beater Fund
Absa Absolute Fund
Absa Multi Managed Preserver Fund of Funds
Absa Smart Alpha Defensive Fund
Absa Multi Managed Passive Preserver
Absa Global Multi Asset Feeder Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Wealth Preserver Plus Fund
Absa Balanced Fund
Absa Multi Managed Accumulation Fund of Funds
Absa Multi Managed Passive Accumulation Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Managed Fund
Absa Multi Managed Growth Fund of Funds
Absa Prudential Fund of Funds
Absa Multi Managed Passive Growth
Absa Multi Managed Absolute Return Prudential Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa SA Core Equity Fund
Absa Select Equity Fund
Absa Smart Alpha Equity Fund
Absa Dividend Plus Index Fund
Absa Top 40 Index Fund
Absa Property Index Fund
Absa Global Core Equity Feeder Fund
Absa Prime Equity Fund
Absa Global Value Feeder Fund
Absa Africa Equity Feeder Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Smart Alpha Property Fund
Absa Property Equity Fund
Absa Global Property Feeder Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Africa Equity Feeder Fund
Fund Name
Fund Fact Sheet
Invest in Fund
Absa Euro Income Fund
Absa Sterling Income Fund
Absa US Dollar Income Fund
Absa Global Core Equity Feeder Fund
Absa Global Value Feeder Fund
Absa Global Multi Asset Feeder Fund
Absa Global Property Feeder Fund
Please be advised that the Application process is a 6 step process which requires you to capture your information securely and upload your FICA documentation. We understand how important your investment is to your future and achieving your goals and it is for this reason that we would like to get to know you better. Please click on the next button to continue with the Online Application Form or click “Call me Back” for an Agent to assign you to an Adviser.
Please ensure that you have an electronic copy of your Certified ID and proof of address (Not older than 3 months) to upload during this process. Please complete this application form until the end, as incomplete applications cannot be processed.
Thank you.

Please provide us with your personal information:

Please provide us with your income information

Product Application: Unit Trusts

If you intend to make a lump sum deposit, enter the amount in the Lump Sum Investment field. If you intend making monthly contributions, please enter the amount you wish to have deducted per month in the Monthly Debit Order field. If you intend to make both a Lump Sum deposit AND then make monthly contributions, please complete both fields.

Please also specify the lump sum and monthly contributions for the addition funds which you have selected.

Fund Name
Fund Fact Sheet
Lump Sum Investment
Monthly Debit Order
Absa Balanced Fund
Investment Total

Complaints or Comments:

Absa Fund Managers Limited values your support as an Investor, we place a strong emphasis on maintaining a long-term relationship with you that is open, trustworthy and transparent. In view of this, we encourage you to address your complaints, queries and concerns to us on

011-225-1797

Summary of details entered :

Client reference number

Gender

Birth date

Marital status

ID Type

Passport or ID number

Language Preference

Tax resident of South Africa

No

Temporary resident

No

Referred by advisor

No

Advisor reference number

Income Tax Reference Number

Country of Tax Residency

Work phone number

Home phone number

Mobile number

EMail

Secondary EMail

Next of kin name

Next of kin surname

Next of kin mobile number

Address

City

Postal code

Country

Province

Residential Status

Residential postal address

Postal address

Postal city

Postal Province

Postal address postal code

Job tittle

Employer Name

Highest qualification

Work address

Work city

Work postal code

Gross income

AIFA marketing consent

No

Marketing consent via SMS

No

Marketing consent via email

No

Marketing consent via telephone

No

Iran confirm

No

South Sudan confirm

No

Cuba confirm

No

Syria confirm

No

Crimea region confirm

No

North Korea region confirm

No

North Sudan confirm

No

Lump sum investment

Monthly debit order

Unit investment confirm

No

Reinvestment account holder

Reinvestment bank

Reinvestment account number

Reinvestment account branch code

Reinvestment account type

Increase investment by

Debit order account holder

Debit order account bank name

Debit order account number

Debit order branch code

Debit order account number

Debit order account branch code

Debit order account type

Debit order amount

Debit order day

Debit order month

Debit order from month

Redemption account holder

Redemption bank

Redemption account number

Redemption account branch code

Redemption account type

Recurring date

Recurring amount


Investor Declaration

I warrant and represent that:


I accept the above



Please confirm conditions:



We’re done

Thank you for your business! Your reference number is noted below for any further interaction with Absa.

1JIIF6

Your application has been Submitted. Please expect a call from absa Financial Managers(AFM).
Please contact the Absa Fund Managers Support Centre on 0860-111-456 for any queries

A representative of Absa will be in touch with you if any further information is required;
alternatively, you'll receive notification of your product placement within 48 hours.

We’re done

Thank you for your business! Your reference number is noted below for any further interaction with Absa.

1JIIF6

Your application has been submitted. Please expect a call from absa financial Manager(AFM)
Please contact the Absa Fund Managers Support Centre on 0860-111-456 for any queries

A representative of Absa will be in touch with you if any further information is required;
alternatively, you'll receive notification of your product placement within 48 hours.