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Get Stanlib Fundisa Brochure Form
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How to fill out the Stanlib Fundisa Brochure Form online
Filling out the Stanlib Fundisa Brochure Form online is a straightforward process that can help you support a child's education through investment. This guide provides step-by-step instructions to assist you in completing the form effectively.
Follow the steps to fill out the Stanlib Fundisa Brochure Form online.
- Click the 'Get Form' button to access the form and open it in your preferred editor.
- Begin by filling out the client details section. Include your title, initials, first name, surname, ID or passport number, and contact information. Make sure to provide a copy of your South African ID or passport.
- Provide the child's or nominated student's details. Enter their name, surname, identity number, gender, date of birth, and race. Remember, the minimum investment amount is R40.
- Indicate the household income. Choose between the provided income brackets and confirm whether the household income exceeds R180,000 per annum.
- Fill out the debit order details for monthly contributions. Specify the preferred debit order date, as well as the amount for the monthly contributions.
- Provide banking details for both once-off and recurring debit orders, including the bank name, branch code, and account type.
- Complete the annual service charge and financial services provider charges sections. Make sure to clarify if you are using a financial adviser and indicate any fees associated with their service.
- Read and acknowledge the terms and conditions. Ensure that you understand the implications of your investment and the responsibilities involved.
- Finally, review all provided information for accuracy before saving your changes. You can then download, print, or share the completed form as necessary.
Start your investment journey by completing the Stanlib Fundisa Brochure Form online today.
The smallest amount you can invest in STANLIB typically starts at a few hundred dollars, depending on the fund type. This allows new investors to enter the market without a significant financial commitment. For precise details regarding the smallest investment amounts, consult the Stanlib Fundisa Brochure Form.
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