Get Google Highveld Syndication Form

This guide provides clear and detailed instructions for filling out the Google Highveld Syndication Form online. The process is designed to be user-friendly, ensuring that individuals, regardless of their previous experience, can complete the form with confidence.

Follow the steps to accurately fill out the form.

1. Click ‘Get Form’ button to obtain the form and open it in the editor.
2. Begin by entering your personal details. Make sure to accurately fill in the name of the client, adviser code, and contact information as required in the first section.
3. In the section for legal contractual status, provide information regarding your contractual relationship with PIC Syndications (Pty) Ltd. Be prepared to indicate your registration status and any relevant service agreements.
4. Fill out the guarantees, professional indemnity, fidelity, and insurance section. Indicate whether the representative holds professional indemnity cover as required.
5. Complete the services under supervision section by selecting whether financial services are provided under supervision or not.
6. In the remuneration profile section, disclose your total remuneration received from the product supplier over the last 12 months. Answer truthfully to the yes or no questions.
7. Provide disclosure information regarding the product provider and ensure the client initials are included where necessary.
8. Move to the assets and liabilities section, where you will need to detail the client's assets and liabilities, along with their budget information.
9. In the needs analysis and risk profile section, indicate the client's investment needs and preferences, including investment periods and expected returns.
10. Complete the service level agreement and investment proposal sections with the correct details and necessary authorizations from both the adviser and the client.
11. Ensure all information is accurate and complete before submitting the form. You will have options to save changes, download, print, or share the completed form as needed.

Complete the Google Highveld Syndication Form online today for a smooth and efficient submission process.