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Liberty / STANLIB

Investment for Minors

Key instruction: All documents must be generated under the guardian's name, EXCEPT for the Quotes and the Application Form, which must be generated and completed in the child's name.

Conditional Documents

Is a new investment being taken out at the same time?

Yes

No

Is a RAR (Replacement Advice Record) applicable (for a risk-only policy)?

Yes

No

Is investment planning being done as part of this new business?

Yes

No

Document Checklist (7 selected)

Advisor/Client Generated

Guardian's ID and Child's Birth Certificate

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Signed Quotes

Provider Form

Updated Disclosure Letter

Data Capture Form

UCF (Client Declaration Form)