AdvisorDocs

Conditional Documents

Is an IRAR (Investment Replacement Advice Record) applicable?

Yes

Document Checklist (8 selected)

Clear Copy of ID

Online Record of Advice (ROA)

Financial Needs Analysis (FNA)

Updated Disclosure Letter

Offshore Application Form (STANLIB)

Risk Profile Analysis (RPA)

UCF (Client Declaration Form)

Related Party Form (STANLIB)