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Private Banking
For your family

Why Investec

Streamline your family’s bank accounts

 

Enjoy tailored banking solutions for you, your spouse, and your children – with exclusive benefits and 24/7 support. We believe in forming life-long partnerships, not only with you, but generations. 


SEAMLESS BANKING

Why family banking matters

Managing your family’s finances shouldn’t be complicated or expensive. With Investec Family Banking, you gain the convenience of managing multiple accounts in one place, cost savings through linked benefits for your spouse and children, and the peace of mind that comes from knowing your entire family is supported by one trusted financial partner.

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A family enjoying a shadow puppet play created by hand silhouettes against a bright wall while discussing their family bank account.
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FEATURES

Our family banking offering, backed by our internationally recognised service, delivers convenience and value so you can focus on the important things – your family.

Specialist bankers

  • You’ll always deal with a human. Your specialist Private Bankers provide you with expertise for all your family banking needs.
  • 24/7 access to our global Client Support Centre for everyday banking assistance and queries.
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Unlock your account’s family banking benefits:

  • An account for your spouse

    Get an extra card linked to your Private Bank Account at no extra cost. You can also open a Guaranteed Account for your spouse or life partner at a reduced monthly fee.

    An account for your children

    Open a Youth Account for your child (under 25 years old) for no additional monthly fee. It offers a Visa debit card, a linked savings account plus a separate Youth App and complimentary access to airport lounges and other exclusive airport benefits worldwide.

What we offer

Offerings available to you

Get banking services that deliver value and convenience for you and your family.

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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.

Private Selection

A curated selection of exclusive lifestyle offerings for you as a Private Banking client. Get valuable deals, opportunities and experiences you won’t find elsewhere.

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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.

Private Selection

A curated selection of exclusive lifestyle offerings for you as a Private Banking client. Get valuable deals, opportunities and experiences you won’t find elsewhere.

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.
 
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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
 
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You're a salaried employee over 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 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
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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:

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  • 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. 

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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 *

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Before you continue, please read our Privacy Policy.

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

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Please provide us with your contact details and consent

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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 *

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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 *

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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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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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MORE INFORMATION

Private Bank Account factsheet PDF 310.0 KB
Investec Youth Account factsheet PDF 190.48 KB
Private Bank Account fee schedule PDF 175.71 KB
Investec Youth Account fee schedule PDF 101.75 KB
Rewards factsheet PDF 378.27 KB

FOCUS INSIGHTS

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