Get Individual Application Form.pdf - Britam

This guide provides a step-by-step approach to completing the Individual Application Form for Britam. By following these instructions, you can ensure that you accurately fill out each section of the form to facilitate your investment process.

Follow the steps to fill out the Individual Application Form.

1. Click the ‘Get Form’ button to access the form. Open it in your preferred editing software or environment.
2. In the ‘Principal Investor Details’ section, fill in your title (e.g., Mr., Mrs., Miss, Ms.) and include your surname, middle name(s), first name, gender, and date of birth. For identification, provide your ID or passport number and your PIN number. Select your country of residence.
3. If applicable, fill in the ‘Joint Holder Investor Details’ with the same required information for the joint holder, ensuring all fields are completed accurately.
4. In the ‘Employment Details’ section, declare your employment status, providing your present occupation along with your employer's name and address. The joint holder should also complete their employment details.
5. In the ‘Contact Details’ section, furnish your residential address, postal address, and contact numbers, including cell, office, and home phone numbers. Provide your email address and choose your preferred method of contact for statements.
6. Complete the ‘Contact Person Details’ by entering the necessary information for two contact persons, if required.
7. Indicate your source of funds in the ‘Source of Funds’ section by selecting the applicable options such as salary, savings, or inheritance.
8. Fill in the ‘Bank Information’ with your banking details including the bank name, branch, account name, account number, and bank code where applicable.
9. In the ‘Fund Selection’ section, choose your desired investment fund. Review the summary of each fund's features and confirm your willingness to invest by signing and dating where indicated.
10. Read the ‘General Terms and Conditions’ to ensure you understand the commitments you are entering.
11. In the declaration section, affirm that all information is accurate and that you consent to the terms as outlined. Provide your signature and date.
12. Finally, save changes to the document and consider downloading or printing the form for your records. You may also share the completed form if necessary.

Complete your application form online to begin your investment journey with Britam.