Get Discovery Invest Application Form

Completing the Discovery Invest Application Form online can streamline the process of securing your investment. This guide will walk you through each section of the form, ensuring that you have the necessary information to submit an accurate application.

Follow the steps to successfully complete your application form.

1. Press the ‘Get Form’ button to access the application form and open it in your editing software.
2. Begin by filling out 'About the investor'. Provide personal details such as title, initials, surname, first name, date of birth, and ID or passport number. Indicate whether the investor is a natural person or a legal entity.
3. Next, proceed to 'About your investment'. Specify the details of your investment choice, selecting between lump sum or recurring investments. Enter the amount and provide the commencement date.
4. In the 'Investment choices' section, select your preferred investment options. You can either specify your own choices or select the Dynamic Asset Optimiser based on your risk profile.
5. Fill out the 'Payment details'. Indicate your preferred payment method, providing necessary banking details if applicable, and specify if this application is to replace any previous policies.
6. Complete the section regarding 'About your financial adviser'. Include details such as the adviser's name, code, intermediary house, and the applicable fee structure.
7. Proceed to the 'Declarations, terms and conditions' section. Read through and confirm your understanding of the terms outlined before signing.
8. Lastly, ensure all necessary documents are attached before saving your completed application form. You may choose to download, print, or share the form as needed.

Get started on your online application today!