Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION Instructions
Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION £ COMMENCING ON FREQUENCY Instructions Section 7 Section 7 Social Media Messaging: SMS: Post: Email: We would like to use your details to keep in touch by sending information which we believe is relevant and useful to you. This information may include investment news and insights alongside marketing updates and exclusive event invites. To help further develop and understand the right information and services that we can provide, we may also use your information for internal marketing analytics. Please confirm how you would like to receive investment news and insights alongside marketing updates and exclusive event invites from IW&I: (Please tick all that apply) Communication preferences In order for us to continue to develop and grow our business, we would like your permission to share some of your information with selected third-party partners. Yes, I am happy for my information to be shared securely with carefully selected marketing partners to help Investec Wealth & Investment better understand the needs and interests of current and future clients through analytics and insight. For more information on this and how we treat your data securely, please see our Data Protection Notice. At any time you can change your mind and opt-out or update your communication preferences by contacting: xxxxxxxxxxxxxx@xxxxxxxxxxx.xx.xx or by contacting your Investment Manager. Authority to communicate by fax and email Please note that given the data security issues surrounding the sending of unencrypted emails, should you, or any nominated person on your behalf communicate with us by fax or email or request that we provide information to you or any nominated person by email the following provisions will apply: Where you communicate with us by fax or email You give us authority to receive instructions from you by email and fax in relation to the matters listed below and in relation to any other matters connected with your account and the relationship between...
Your Investment. Please indicate how the specific capital sum that you wish Investec Wealth & Investment to manage arose. In order to comply with anti-money laundering regulations, we are required to form a complete understanding of how our clients accumulated their overall wealth and the assets that we are being asked to manage. We are unable to accept funds for investment without this information. Origins of Wealth Please describe briefly the principal sources of your overall wealth. Financial Background PREVIOUS OCCUPATION OCCUPATION £ COMMENCING ON FREqUENCY Income will be paid to your capital or other account on a quarterly basis. TRANSFER TO MY/OUR BANK ACCOUNT AS INDICATED ABOVE. PLEASE PAY A STANDING ORDER TO THE ABOVE BANK ACCOUNT OF: PLEASE REINVEST INTO MY/OUR IW&I CAPITAL ACCOUNT Income
Your Investment. 1. The Namibia Direct Investment is a registered investment product with the Namibia Financial Institutions Supervisory Authority (Namfisa).
Your Investment. 1. You are applying to invest in the portfolio/fund(s) that we administer and manage.
Your Investment. The minimum initial investment in the Shares is $25,000 and the minimum additional investment is $5,000. The minimum initial and subsequent subscription amounts may be reduced or waived as determined by the Board in its sole discretion. Investment Amount: $ ACCOUNT REGISTRATION Individual/Joint Account Registration Owner’s Name (First, M.I., Last) Date of Birth Social Security Number Co-Owner’s Name (First, M.I., Last) Date of Birth Social Security Number Entity Account Registration Name of Entity Date of Organization Tax Identification Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Custodian Information (for XXX and custodied taxable accounts) Custodian Name Custodian Tax ID Custodian Address Custodian Phone Number City State Zip Code REGISTRATION TYPE Type of Entity: □ Individual □ Joint Tenants in Common □ Joint Tenants with Rights of Survivorship □ Tenants by the Entirety □ Trust □ Corporation □ Partnership □ Retirement Plan □ Other: (specify) Required: All registrations require documentation confirming the existence of the entity and proof of the individuals who have authorization to act on behalf of this account along with these individuals identifying information. This application must be signed and completed for all corporate officers whose signatures are required under the corporate by-laws and anyone authorized to place transactions for this account. If you require additional space, please include information on a separate sheet of paper. Corporation – the word “Incorporated”, “Corporation”, or the abbreviations “PC” is included in the name of the organization. A Corporate Resolution or Certificate of Incumbency originally certified within the last 60 days must be provided to establish the account. If publicly traded, you must provide your CUSIP Number, Ticker Symbol and exchange. If not publicly traded, official documentation to verify the entity’s form of organization is required. Partnership – The Word “Partnership” is included in the name of the organization. Partnership document or equivalent document confirming the existence of the entity and the individuals who have authorization to trade on behalf of the account are required to establish the account. If the entity is registered with a sta...
Your Investment. 1. The Guaranteed Return Option is regulated according to the Long- term Insurance Act and is issued by MMI Group Ltd.
Your Investment. The fees are as follows:
Your Investment. The minimum initial investment in Class A, Class D and Class R Shares is $25,000 and the minimum subsequent investment is $10,000. The minimum initial investment in Class I Shares is $500,000 and the minimum subsequent investment is $25,000. The minimum initial and subsequent subscription amounts may be reduced or waived as determined by the Board in its sole discretion. Class A Shares Initial Investment Amount: $ ______________ Class A Shares Subsequent Investment Amount: $ ______________ Class D Shares Initial Investment Amount: $ ______________ Class D Shares Subsequent Investment Amount: $ ______________ Class I Shares Initial Investment Amount: $ ______________ Class I Shares Subsequent Investment Amount: $ ______________ Class R Shares Initial Investment Amount: $ ______________ Class R Shares Subsequent Investment Amount: $ ______________ ACCOUNT REGISTRATION Individual/Joint Account Registration Owner’s Name (First, M.I., Last) Date of Birth Social Security Number Co-Owner’s Name (First, M.I., Last) Date of Birth Social Security Number Entity Account Registration Name of Entity Date of Organization Tax Identification Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Name(s) of Trustee(s), Partners or other Authorized Signers Date of Birth Social Security Number Custodian Information (for IRA and custodied taxable accounts) Custodian Name Custodian Tax ID Custodian Address Custodian Phone Number City State Zip Code REGISTRATION TYPE Type of Entity: ☐ Individual ☐ Joint Tenants in Common ☐ Joint Tenants with Rights of Survivorship ☐ Tenants by the Entirety ☐ Trust ☐ Corporation ☐ Partnership ☐ Retirement Plan ☐ Other: (specify)
