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Complete the form to apply for an Investec Private Bank Account

 

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  • Investec may use this information to create a personalised experience between me and the bank by providing tailored products, services and other offerings that the bank believes may be relevant to me.

Please read Investec’s website privacy policy and data protection statement before proceeding. By clicking on the ‘Next’ button, I understand that due to the nature of my request, the information in this form will be directed to the appropriate teams at Investec so that my request may be processed in the most applicable manner.

Complete the form below to apply for one or more savings accounts

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Please note that due to regulatory requirements, Investec Wealth & Investment may not be permitted to onboard persons residing in the USA on a permanent basis. Should you have any queries, please email admin@investec.co.za

 

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How may we best assist you? * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

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How may we best assist you? * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

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Please select your source(s) of wealth This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

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I am interested in: With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

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Capital availability: More than R3mil to invest 
Please select your source(s) of wealth This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

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I am interested in: With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

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Do you have a Private Bank Account? *

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The following section relates to savings options for individuals
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Further information on the Savings account options listed above can be found here.

 

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Please read Investec's website privacy policy and data protection statement before proceeding. By clicking on the ‘Next’ button, I understand that due to the nature of my request, the information in this form will be directed to the appropriate teams at Investec, so that my request may be processed in the most applicable manner.

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Investec and its subsidiaries recognise and respect the privacy and data protection rights of individuals with regard to personal data.

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For further details as to how Investec uses personal data, please refer to our Data Protection Notice.

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Information and contact details for the financial services Ombudsman can be read here.

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At Investec, we take security very seriously and value contributions from the security community. The responsible disclosure of security vulnerabilities by the security community helps make the online world a safer place.