Liberty / STANLIB

Company-Owned Investment

This process is for an investment policy where a company is the owner. Ensure the Disclosure Letter and ROA are generated under the company's name.

Conditional Documents

Is an IRAR (Investment Replacement Advice Record) applicable?

Yes

No

Is this a related party transaction (e.g., an individual investing through their own company)?

Yes

No

Document Checklist (8 selected)

ID copy for all parties

Online Record of Advice (ROA) (under Company name)

Signed Quotes

Full Standard Liberty/ Application Form (STANLIB)

Third Party Letter

Updated Disclosure Letter

UCF (Client Declaration Form)

Risk Profile Analysis (RPA)