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Private Banking
For medical professionals

Why Investec

Benefit from 50 years of financial expertise in private banking

With over 50 years’ experience providing financial solutions to medical and healthcare professionals, we understand your unique needs when it comes to running your own medical practice. We’ll go above and beyond to give you the financial help and support you need – whether you’re in your own practice or in a practice with other medical professionals.

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Who qualifies for our medical professionals banking?

Whether you’re a medical intern, doctor or specialist in private practice, we have a comprehensive banking solution to suit your career and life stage.

I am interested

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FEATURES FOR MEDICAL PROFESSIONALS

Our offering helps you as a medical professional run your personal and practice banking efficiently and smoothly so you can focus on the important things – your patients and your family.

Banking for you

  • Our Private Bank Account consolidates all the benefits of a credit card with all the functionality of a transactional account in one
  • Seamless international transactional banking whether making and receiving cross-border payments, cross-border money transfers or purchasing foreign currency
  • Access to a transactional bank account in the UK
  • Save in US dollars, British pounds or euros with our Foreign Currency Call accounts
  • Easily add, fund and transact with your Multicurrency pockets in rands, dollars, pounds or euros
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What we offer

Offerings available to you

Banking offerings and services that let you set up, manage and expand your practice.

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Get more rewards and benefits

We reward your partnership

Investec Rewards

With no membership fee and ability to earn unlimited Rewards points that never expire, this is a rewards programme that acknowledges your loyalty. Redeem your Rewards points in whatever way suits you.

Investec Travel

A fully-fledged travel agency exclusively for Investec clients. Get preferential rates on flights, accommodation, car rentals and holiday packages, or design a travel package to suit your specific needs.

Airport lounges and benefits

Enjoy unlimited complimentary access to airport lounges and other exclusive airport benefits worldwide with our InTransit app.

Delivery at no cost

Free local delivery of all Investec Visa cards and travel currency to the person and address of your choice.

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Investec Rewards

With no membership fee and ability to earn unlimited Rewards points that never expire, this is a rewards programme that acknowledges your loyalty. Redeem your Rewards points in whatever way suits you.

Investec Travel

A fully-fledged travel agency exclusively for Investec clients. Get preferential rates on flights, accommodation, car rentals and holiday packages, or design a travel package to suit your specific needs.

Airport lounges and benefits

Enjoy unlimited complimentary access to airport lounges and other exclusive airport benefits worldwide with our InTransit app.

Delivery at no cost

Free local delivery of all Investec Visa cards and travel currency to the person and address of your choice.

Your Private Banking journey starts here

Please complete a few details and one of our Private Bankers will be in touch

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Getting to know you

 

Which option describes you best? *

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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
Let's get to know you
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
Let's get to know you
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a qualified student under 30 with a work contract.
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a qualified salaried employee under 30
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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a salaried employee under 30
What is your gross income per year? *

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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a qualified salaried employee under 30
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You've indicated you're self-employed/a business owner
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a salaried employee over 30
What is your gross income per year? *

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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You're a salaried employee over 30 earning less than R800,000 per year
 
For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com
You've indicated you are not employed or are retired
What is your net worth or investible assets? *

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For assistance with your application, call +27 (11) 291 3803 or email ApplicationAssist@investec.com

Thank you for considering Investec Private Banking.

Based on the information provided, you do not currently meet the qualifying criteria for Investec Private Banking.

❋ To qualify, you need to earn more than R800,000 a year if you’re 30 or older, or more than R600,000 a year if you’re under 30 and hold a recognised qualification. Lower income thresholds may apply for certain qualifications.

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Clarity by Investec could be a good fit

If you’re looking to grow your savings, trade global markets or start investing, explore Clarity by Investec - our secure digital platform for self-directed saving, investing and trading.

🌐︎ Buy local or international, or even portions of shares – whenever you want, wherever you want.

 

Explore Clarity

 

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By providing information, including Personal Information, to Investec as included in this consent form or otherwise provided by me, I consent to:

  • Investec using such information to obtain further information from external and public sources and to verify any information through Information Verification Suppliers who may perform background screening checks including checks related to but not limited to, identity, address, income, credit, qualifications, criminal record, employment references and fraud prevention; 
  • Investec processing such personal information in accordance with Applicable Laws and Investec’s Data Protection Statement; and 
  • Investec using such information to create a personalised experience in respect of products, services, and other offerings which Investec believes may be relevant and beneficial to me. 

I warrant that all information provided to Investec as included in this consent form or otherwise provided by me is true, accurate and complete in every aspect.

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By submitting this form, you give Investec permission to perform a credit check on you.

Select your type of identification *

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ID number

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Passport Number

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Minimum characters 7

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YYYY-MM-DD *

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Minimum characters 10

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Consent *

By providing information, including Personal Information, to Investec as included in this consent form or otherwise provided by me, I consent to:

  • Investec using such information to obtain further information from external and public sources and to verify any information through Information Verification Suppliers who may perform background screening checks including checks related to but not limited to, identity, address, income, credit, qualifications, criminal record, employment references and fraud prevention; 
  • Investec processing such personal information in accordance with Applicable Laws and Investec’s Data Protection Statement; and 
  • Investec using such information to create a personalised experience in respect of products, services, and other offerings which Investec believes may be relevant and beneficial to me. 

I warrant that all information provided to Investec as included in this consent form or otherwise provided by me is true, accurate and complete in every aspect.

Declaration *

This information is required

Before you continue, please read our Privacy Policy.

You're almost done
Which of the following products are you interested in? *

This information is required

 
Please provide us with your contact details and consent

This information is required

Minimum characters 1

This is a required field

This information is required

Minimum characters 1

This is a required field

This information is required

Minimum characters 1

This is a required field in order for us to contact you

This information is required

Minimum characters 10

This is a required field in order for us to contact you

Provide your NAV (in rands) *

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Provide your investible asset value *

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By submitting this form, you give Investec permission to perform a credit check on you.

Select your type of identification *

This field is required

ID number *

This information is required

Minimum characters 9

This is a required field.

Passport Number *

This information is required

Minimum characters 7

This is a required field.

YYYY-MM-DD *

This information is required

Minimum characters 10

This is a required field. Please follow the prescribed display.

Consent *

By providing information, including Personal Information, to Investec as included in this consent form or otherwise provided by me, I consent to:

  • Investec using such information to obtain further information from external and public sources and to verify any information through Information Verification Suppliers who may perform background screening checks including checks related to but not limited to, identity, address, income, credit, qualifications, criminal record, employment references and fraud prevention; 
  • Investec processing such personal information in accordance with Applicable Laws and Investec’s Data Protection Statement; and 
  • Investec using such information to create a personalised experience in respect of products, services, and other offerings which Investec believes may be relevant and beneficial to me. 

I warrant that all information provided to Investec as included in this consent form or otherwise provided by me is true, accurate and complete in every aspect.

Declaration *

This information is required

Before you continue, please read our Privacy Policy.

If you need any assistance with your application, you are welcome to call us on +27 (11) 291 3803 or email ApplicationAssist@investec.com.

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Thank you. We've received your application.

A member of the Private Banking team will be in touch soon regarding the next steps.

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MORE INFORMATION

Private Banking for medical professionals factsheet PDF 682.51 KB
Private Bank Account fee schedule PDF 175.71 KB
Private Business Account fee schedule PDF 171.75 KB

FOCUS INSIGHTS

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