FNA
Personal Details
Financial Planning
Retirement Planning
Aspirations & Goals
Protecting you & your family
Estate Planning
PERSONAL DETAILS
Email Address
*
First Name
*
Surname
*
Are you married?
*
Yes
No
Spouse's First Name
Spouse's Surname
Marriage Contract Type
*
Community of Property
ANC (Antenuptial) with Accrual
ANC (Antenuptial) without Accrual
Date of Marriage
Important people in your life
ℹ️
i.e. dependents, family members, etc.
First Name
Surname
Relationship
Date of Birth
Contact No
Dependent
Yes
No
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Emergency Contact Details
First Name
*
Surname
*
Relationship
*
Contact No
*
Employment Pension/Provident Details
Do you contribute to a pension or provident fund through your employer?
*
Yes
No
Fund Name
Estimated Current Value
*
R
Your Monthly Contribution
R
Employers Monthly Contribution
R
Upload your latest Benefits Statement
Upload File
Upload File
Maximum file size: 516MB
Upload your latest Payslip
Upload File
Upload File
Maximum file size: 516MB
Share Options
Yes
No
Risk Benefits (Life, Disability Cover, etc)
Yes
No
Legal Entities
Are you a beneficiary or trustee of a Trust?
Yes
No
Name of Trust
Your Role
Trustee
Beneficiary
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Do you own or are you a shareholder in a business?
Yes
No
Repeater
Company Name
Are you a Director?
Yes
No
Are you a Shareholder?
Yes
No
Percentage Shareholding
%
Please indicate if you have the following:
Buy & Sell Agreement
Key Person Insurance
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If you are human, leave this field blank.
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