STANLIB

Retirement Product

Ensure the Risk Profile Selection on the Quote matches the ROA or provide a reason for the deviation.

Conditional Documents

Is an IRAR (Investment Replacement Advice Record) applicable?

Yes

No

Document Checklist (11 selected)

Verified ID

Verified Proof of Address

Proof of Bank Account

Online Record of Advice (ROA)

Signed Quote (STANLIB)

Financial Needs Analysis (FNA)

Updated Disclosure Letter

Retirement Product Application Form (STANLIB)

Risk Profile Analysis (RPA)

UCF (Client Declaration Form)

Related Party Form (STANLIB)