Retirement Annuity Application Low

START INVESTING

Please select whether you are a New or Existing Investor *

New Investor

Existing Investor

Client Number

What is your Risk Profile? *

Low

Moderate

High

Not Sure

Determine your Risk Profile

Do this test first to determine your Risk Profile before applying. Risk Profile Questionnaire

YOUR METHOD OF PAYMENT

A monthly debit order amount of *

Under R500

Over R500

Specify monthly debit order amount *

if under R500 then your monthly debit order can only start at R150 up to R499 and if over R500 then your monthly debit order amount can only start at R500 or above.

Monthly Debit Order Date *

To be collected on 1st of the month

Or the 15th of the month

If the 1st or the 15th falls on a weekend or public holiday, the funds will be deducted on the first business day following thereafter. Any debit order instruction / amendment must be received in writing at least five business days prior to the selected debit order date in order for it to be acted upon.

Commencement Date *

Annual Escalation *

Should be between 0-10%

Lump Sum Payment (minimum amount - R20 000.00) *

EFT : Electronic fund transfers may take up to two business days to appear in the bank account.

Electronic Collection : Collected within two business days after the receipt of this form. Electronic collection is restricted to a maximum of R500 00

Transfer from another fund

Amount *

Collection Date *

CHOOSE YOUR INVESTMENT OPTIONS

Low Investment Option *

Allan Gray Bond Fund.

Coronation Strategic Income Fund.

Foord Conservative Fund.

Prescient Income Provider Fund.

Prudential High Yield Bond Fund.

Stylo Beta Conservative.

Mod Investment Option *

Foord Balanced Fund.

Allan Gray Balanced Fund.

Prescient Absolute Balanced Fund.

Prudential Inflation Plus Fund.

Stylo Beta Balanced.

High Investment Option *

Coronation Balanced Plus Fund.

Prescient Balanced Fund.

Stylo Beta Growth.

Stylo Low Investment Option *

Stylo Beta Conservative.

Stylo Mod Investment Option *

Stylo Beta Balanced.

Stylo High Investment Option *

Stylo Beta Growth.

Retail Investment Brochure

MAKE AN INFORMED DECISION

Before investing, please read the Terms and Conditions carefully to decide if the product meets your financial needs. Consider getting financial advice if you are not familiar with financial markets and products. View the Investment Option Brochure for information about the characteristics, risks and fees relevant to your investment choice.

PRODUCT BANK ACCOUNT DETAILS

Payment to be made into the following account.

Account Name	Prescient Retirement Annuity Fund
Account Number	6213 1830 235
Bank	FNB
Branch	Corporate Account Services
Type of Account	Current
Reference Number	Your 13 digit ID or Passport Number (if foreign national)

PRODUCT FEES

The policy administration fee will be recovered through a sale of units in your Investment Account. The fees that apply to your selected investment options are set out below. internal

PRODUCT FEES

The policy administration fee will be recovered through a sale of units in your Investment Account. The fees that apply to your selected investment options are set out below. external

PROVIDE YOUR PERSONAL DETAILS

Title *

Surname *

First Name(s) *

Gender *

Male

Female

Date of Birth *

Nationality *

ID or Passport Number (if foreign national) *

Income Tax Number

Marital Status *

Single

Married

Divorced

Marital Contract *

Community Of Property

Ante-nuptial Contract

Residential Address *

Postal Code

Postal Address

Postal Code

Telephone (W)

Telephone Number (H)

Fax

Cell *

Email Address *

Specify your preferred method of receiving correspondence *

Email

Postal Address

PROVIDE YOUR BANK DETAILS

This must be a South African bank account in the name of the Investor.

Account Holder *

Bank *

Account Number *

Type of Account *

Name of Branch *

Branch Code *

Banking details for debit order deduction / electronic collection (if different from Investor’s bank details)

Account Holder

Bank

Account Number

Type of Account

Name of Branch

Branch Code

YOUR BENEFICIARY NOMINATIONS

Should you die whilst a member of the Fund, Section 37C of the Pension Funds Act stipulates how your death benefit must be dealt with. In terms of Section 37C the trustees of the Fund are obliged to pay the death benefits firstly to your dependants. Thereafter, the trustees may consider paying benefits to persons who are not dependant who have been nominated.

Beneficiary 1

Surname

First Name(s)

ID Number

Relationship

Share (%)

Beneficiary 2

Surname

First Name(s)

ID Number

Relationship

Share (%)

Beneficiary 3

Surname

First Name(s)

ID Number

Relationship

Share (%)

Beneficiary 4

Surname

First Name(s)

ID Number

Relationship

Share (%)

COMPLETE THE FORM AND SUBMIT DOCUMENTS

Complete all relevant sections of this form and submit it, together with the documents listed which can be uploaded below.

A clear copy of your South African ID or passport (if foreign national)

A document less than three months old containing your residential address

A cancelled cheque or a copy of your bank statement

Proof of your deposit or your electronic fund transfer

If applicable, a completed “Acting on Behalf of the Investor form” plus the supporting documents referred to therein

Upload Documents

FINANCIAL ADVISOR INFORMATION

Name of Financial Services Provider (FSP)	Triarc
FSP License Number	45009
Name of Financial Advisor	G J Nepgen
Telephone	021 810 5700
Email Address	jaco@triarc.co.za

Investor’s fee payment instructions

Initial fee

0.5%

Annual fee

0.5%

Retirement Annuity Application Low

START INVESTING

YOUR METHOD OF PAYMENT

CHOOSE YOUR INVESTMENT OPTIONS

MAKE AN INFORMED DECISION

PRODUCT BANK ACCOUNT DETAILS

PRODUCT FEES

PRODUCT FEES

PROVIDE YOUR PERSONAL DETAILS

PROVIDE YOUR BANK DETAILS

YOUR BENEFICIARY NOMINATIONS

COMPLETE THE FORM AND SUBMIT DOCUMENTS

About Us

About us

Contacts