Finish
Your client reference number:
The product you are applying for:
Include details of the specific income which will be used to fund the account(s).
Include details of the source of the funds which are expected to be used in concluding a single transaction or transactions in the course of the business relationship.
Include details of the activity, geographical location and timing by which the wealth was acquired, together with who it was originally acquired by and how it was passed on to the client, if applicable
Tax Declaration: SARS is required to exchange information on behalf of clients who are required to pay tax to an identified jurisdiction. In order to enable reporting on clients, it is compulsory that all clients complete the Tax Self-certification and Declaration Form - Legal Persons Absa 6279 EX or Tax Self-certification and Declaration Form - Natural Persons Absa 6280 EX, regardless of the Legal Entity type.
Account holder means the person listed or identified as the holder of a Financial Account by the Financial Institution that maintains the account. A person, other than a Financial Institution, holding a Financial Account for the benefit or account of another person as agent, custodian, nominee, signatory, investment adviser, or intermediary, is not treated as holding the account for purposes of this Annex and such other person is treated as holding the account. In the case of a Cash Value Insurance Contract or an Annuity Contract, the Accountholder is any person entitled to access the Cash Value or change the beneficiary of the contract. If no person can access the Cash Value or change the beneficiary, the Accountholder is any person named as the owner in the contract and any person with a vested entitlement to payment under the terms of the contract. Upon the maturity of a Cash Value Insurance contract or an Annuity Contract, each person entitled to receive a payment under the contract is treated as an Accountholder.
Consent to sharing your personal information within Absa Limited. Giving your consent to sharing your information across the business of Absa Limited, will provide you with the following benefits: You will not need to repeatedly provide different business areas with the same documentation, you will not need to continuously re-capture your personal information on different documentation and as a business, we will be in a position to provide you with consolidated reporting on your products and services across the group.
Marketing Consent In order to enable Absa Group Limited to offer you a full range of services and products best suited to your needs, Absa Group Limited requests your consent to utilise your personal information for the purposes of offering to you the sais services and products.
Absa group limited can contact me in the following ways
Or
I/We confirm that if I/we or any party to any transaction can be linked to any of the countries listed below, the bank may prohibit the transactions or accounts for which I/we may be applying. The bank may also have to end its relationship with me/us.Please indicate whether you are linked to any of the countries below:
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.
Please select the appropriate option:
In respect of regular debit order investments only. Please increase my regular investment by:
I, the undersigned, request and authorise Absa Fund Managers Limited to arrange with my bank for the amount mentioned below, including any charges that could be made during the term of investment, to be drawn from my account in accordance with the debit order system.
The cut-off date for new debit orders is the 20th of each month. Instructions received after this date will be loaded by the 20th of the following month, for deduction on the date stipulated by the client.
Direct Clients: On successful opening of a Unit Trust or Money Market Account, the Investor will receive confirmation of the account number and deposit reference to be used. Proof of payment must be sent to unittrust@absa.co.za or 0860 212 123.
I select the following bank account as the account to which all redemptions are to be paid:
Client reference number
Gender
Birth date
Marital status
ID Type
Passport or ID number
Language Preference
Tax resident of South Africa
No
Temporary resident
Referred by advisor
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
Not SetTrueFalse
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
Marketing consent via SMS
Marketing consent via email
Marketing consent via telephone
Iran confirm
South Sudan confirm
Cuba confirm
Syria confirm
Crimea region confirm
North Korea region confirm
North Sudan confirm
Lump sum investment
Monthly debit order
Unit investment confirm
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 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
Thank you for your business! Your reference number is noted below for any further interaction with Absa.
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.
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
Please provide the following Contact Details:
Thank you. An agent from Absa will contact you within 48 hours