Get Chuma Stanlib Application Form

Filling out the Chuma Stanlib Application Form online can be a streamlined process when you understand each section and its requirements. This guide provides a step-by-step approach to assist you in completing the form accurately and efficiently.

Follow the steps to complete the online application form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Select whether you are a new client or an existing client. If you are an existing client, provide your existing Stanlib investment account number.
3. Enter the client details, including the name of the entity and the registration number. For partnerships, complete the required addendum available on the Stanlib website.
4. Fill in the investment proposal number and tax-related information such as the income tax number and country of tax residence.
5. Provide contact information for the person representing the other entity type, including contact name, relationship, and phone numbers.
6. Complete the physical address and, if needed, postal address. If the postal address is the same, select the corresponding checkbox.
7. Specify the dividends tax preference and, if applicable, provide details for exemption or reduced rates.
8. Select the investment option you prefer, whether it is a lump sum investment or a recurring plan. Enter the necessary investment amounts next to your selection.
9. Fill in the banking details for your investments, ensuring that the information aligns with your financial institution.
10. Complete the required signature and authorization sections, ensuring that all signatures are from authorized representatives.
11. Review all entered information for accuracy before finalizing the form. Once completed, you can save changes, download, print, or share the form as required.

Start filling out the Chuma Stanlib Application Form online today to take the next step in your investment journey.