How to invest with us

We believe that your investment decisions are important and should not be made without expert financial advice. For this reason, our products are only available through licensed financial advisers.

Your financial adviser will send you the relevant investment application form for your chosen product.

After you have completed and signed the form, your financial adviser can email it to us at [email protected].

We also require the following documents to complete your application:
  • Verification of identity
  • Verification of residential address
  • Proof of source of funds
Please note that in certain instances, additional information may be required.

Your financial adviser must post the original signed documents to our registered office.

We will process your investment contract once we have received electronic copies of the required documents (we still, however, require the originals for our records and verification purposes).

More information about the investment process and required documents is contained on our investment application forms.

How to invest with us

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