Liberty GIP

Guaranteed Investment (GIP)

The maximum debit order request for this plan is R1,000,000.

Conditional Documents

Is an IRAR (Investment Replacement Advice Record) applicable?

Yes

No

Is the client paying via EFT?

Yes

No

Did the original quote expire before the funds were transferred?

Yes

No

Document Checklist (11 selected)

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes

Updated Proof of Address

Proof of Bank Account

Updated Disclosure Letter

Growth Investment Builder Application Form

Risk Profile Analysis (RPA)

UCF (Client Declaration Form)

Natural FICA Form