Documents and forms
In this section you can obtain forms to facilitate our business process.
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
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
firstname.lastname@example.org, 9 Papegaai Street, Stellenbosch,South Africa