Documents

Documents and forms

In this section you can obtain forms to facilitate our business process.

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Short term insurance

In order to advise you we need information about the current status

The first step is to provide us with a signed mandate to investigate your current insurance and claims history, This is not a broker appointment.

It allows us to obtain information from your current Insurer

Magtiging – korttermyn versekering (Afrikaans)
Magtiging Investa 2a

Mandate – short term insurance (English)
Mandate Investa 2e

Financial Planning

For the development of a financial plan we need accurate information about your current investments and life insurance policies.

The first step is to provide us with a signed mandate to investigate your insurance and investments, This is not a broker appointment. It is an instruction to

your current insurance /investment institutions to provide us with information. Please also complete the second page.

Magtiging – beleggings/lewensversekering (Afrikaans)
Magtiging Investa 3a

Mandate- investments/life insurance (English)
Mandate Investa 3e

 

info@investa.co.za, 9 Papegaai Street, Stellenbosch,South Africa