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Tax Free Savings Account Endowment Application High

START INVESTING

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

YOUR METHOD OF PAYMENT
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.
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.
YOUR TAX INFORMATION
CHOOSE YOUR INVESTMENT OPTIONS

Retail Investment Brochure

DETAILS OF LIFE ASSURED
The Investor will automatically be recorded as the Life Assured under the Policy. No other Lives Assured may be nominated.
BENEFICIARY FOR PROCEEDS
Beneficiary 1
Beneficiary 2
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 Endowment
Account Number 6220 653 2477
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
PROVIDE YOUR BANK DETAILS
This must be a South African bank account in the name of the Investor.
Banking details for debit order deduction / electronic collection (if different from Investor’s bank details)
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.
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

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About Us

TRIARC is an authorised financial services provider FSP45009. TRIARC insurance products underwritten by Guardrisk Life FSP76. Council of Medical Scheme
Number ORG 4040.

About us

TRIARC is an authorised financial services provider FSP45009. Council of Medical Scheme Number ORG 4040.

Contacts

087 231 0222
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