No forms, no fuss

No forms, no fuss

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Article highlights

  • Digital onboarding with us is so easy

Enjoy the ease and simplicity of our digital platforms by onboarding your individual investor clients without completing a single form

What’s in it for you?

• Digitally onboard your unit trust, tax-free investment and retirement annuity clients – no forms, no fuss. Note – they will need to have a valid green barcoded SA ID book or Smart ID)
• Electronically FICA your clients
• Sign applications manually
• Make instant EFT payments with our Secure Instant Deposit (SID) – service up to R5 million

Watch this space: We are already underway with further enhancements for:

• Individuals who are using a 3rd party bank account to fund their investment
• Person Acting on Behalf of (PAOBO)/Minors
Get started

Click here to try the digital platform for yourself or use this How to Guide for more information about how our digital platforms can work for you.

Tell us what you think

As always, we appreciate feedback. Please send your comments on our digital platforms to or 0860 103 903 or chat to your business consultant.