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

1JKAK3

The product you are applying for:

Absa Wealth Preserver Plus Fund

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

Interest Bearing Income

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

Multi Asset - Low Equity (Max 40%)

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

Multi Asset - Medium Equity (Max 60%)

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

Multi Asset - High Equity (Max 75%)

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

Equity

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

Property

Fund Name	Fund Fact Sheet	Invest in Fund
Absa Smart Alpha Property Fund
Absa Property Equity Fund
Absa Global Property Feeder Fund

Regional

Fund Name	Fund Fact Sheet	Invest in Fund
Absa Africa Equity Feeder Fund

Offshore

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:

Type of Client:

Identity Type

SA ID Number

Passport

SA ID Number / Passport Number:

Gender

Male

Female

Date of Birth:

Marital Status:

Title:

Name:

Surname:

Language Preference

English

Afrikaans

Are you a tax resident of South Africa only?

Yes

Are you a Temporary Resident of South Africa?

Yes

Have you been referred by a financial advisor?

Yes

Income Tax Number / Tax Identification Number: If not populated expect a call from an Absa Consultant

Country of Issue: If not populated expect a call from an Absa Consultant

Add an additional tax reference

Mobile No.:

Telephone No. (W):

Telephone No. (H):

Primary email address:

Secondary email address:

Fax No.:

Title:

Name:

Surname:

Relationship:

Mobile No.:

Telephone No (W).:

Telephone No (H).:

Email address:

Physical/Residential address:

Town/City:

Postal Code:

Country:

Province:

Residential Status:

Is your postal address the same as your residential address?

Yes

Postal address:

Town/City:

Postal Code:

Province:

Job Title:

Highest Qualification:

Name of Employer:

Work Address:

Town/City:

Postal Code:

Gross Monthly Salary:

Please click “Choose File”, select your document when prompted, and then click the "Upload" button.

ID Document: (a size limit of 2500 KB applies)

Choose file

Proof of Address: (a size limit of 2500 KB applies)

Choose file

Bank Details confirmation: (a size limit of 2500 KB applies, not applicable if it is an Absa Bank account)

Choose file

Please provide us with your income information

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

Details:

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.

Absa Fund Managers can share my personal information with other entities within Absa Limited. Absa Fund Managers cannot share my personal information.

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

SMS/MMS

Telephone

Absa Limited cannot contact me

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:

Iran

Yes

South Sudan

Yes

Cuba

Yes

Syria

Yes

Crimea Region

Yes

North Korea

Yes

North Sudan

Yes

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 Wealth Preserver Plus Fund
Investment Total

Please select the appropriate option:

Please reinvest my income as units

Please pay out my income

Name of Account Holder:

Name of Bank:

Account Number

Branch Code

Type of Account:

In respect of regular debit order investments only. Please increase my regular investment by:

10%

15%

20%

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.

Name of Account Holder:

Name of Bank:

Account Number:

Branch Code:

Type of Account:

The Amount of:

must be deducted on the day of the month:

starting from date:

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:

Name of Account Holder:

Name of Bank:

Account Number:

Branch Code:

Type of Account:

I require a regular withdrawal plan

Date of recurring payment:

Amount of recurring payment:

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

1JKAK3

Gender

Birth date

Marital status

ID Type

Passport or ID number

Language Preference

Tax resident of South Africa

Temporary resident

Referred by advisor

Advisor reference number

Income Tax Reference Number

Country of Tax Residency

Work phone number

Home phone number

Mobile number

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

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 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

Yes

Please confirm conditions:

I confirm that I hereby accept the terms and conditions (available here) I hereby confirm that all information entered is correct, and I accept all disclaimers and notifications. I hereby provide my digital signature as consent to this transaction:

Full Name:

We’re done

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

1JKAK3

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.

1JKAK3

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.