Unit Trust Change of bank and debit order details form Please fax this form to 0861 500 100 or alternatively financial advisers can upload this instruction via our secure website at https://www.secure.sso.za.investec.com.
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How to fill out the Investec Static Amendment Form online
This guide provides a clear and supportive overview of how to accurately complete the Investec Static Amendment Form online. By following these steps, you will ensure that your amendments are processed efficiently and correctly.
Follow the steps to successfully complete the Investec Static Amendment Form.
- Press the ‘Get Form’ button to obtain the form and open it for editing.
- In Section 1, enter your investor details. This includes your unit trust account number, surname or entity name, first names, telephone number, email address, and ID number or entity registration number. Ensure all information is printed clearly in block letters.
- Proceed to Section 2 to change your bank details. Fill in the name of the bank, branch code, branch name, account holder(s), account number, and select the account type (current or savings). You will also need to supply proof of bank details, such as a cancelled cheque or bank statement.
- In Section 3, address the change of the debit order. Tick the appropriate options to cancel, reinstate, or change the debit order and provide the necessary dates and amounts. Indicate whether you want the debit order to escalate annually.
- In Section 4, read and agree to the conditions outlined. If applicable, make sure to sign the form and indicate the date, along with the names and capacities of any authorized signatories.
- Once you have filled out all sections accurately, save the changes. You may then download, print, or share the form as needed for submission.
Complete your Investec Static Amendment Form online today for seamless financial management.
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