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This document serves as an application form for the Classic Investment Plan by STANLIB Wealth Management Limited, detailing required client information and agreement to terms and conditions regarding
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How to fill out classic investment plan application

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How to fill out Classic Investment Plan Application Form

01
Obtain the Classic Investment Plan Application Form from your financial advisor or the official website.
02
Fill in your personal details, including your name, address, and contact information.
03
Provide your financial information, such as your income, assets, and investment goals.
04
Select your preferred investment options as specified in the form.
05
Review all the filled sections for accuracy and completeness.
06
Sign and date the application form at the designated spots.
07
Submit the completed form to your financial advisor or the relevant institution.

Who needs Classic Investment Plan Application Form?

01
Individuals looking to invest in a Classic Investment Plan.
02
Existing investors who want to modify their current investment strategy.
03
Financial advisors assisting clients in setting up investment plans.
04
Clients seeking long-term financial growth through structured investment options.
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People Also Ask about

You can submit your instruction online by following these steps: Log in to your online account. Click on the 'Transact' tab. Select 'Withdraw money' from the dropdown. Select the investor profile and the account you would like to withdraw money from. Indicate whether you would like to submit a partial or full withdrawal.
Flexible payment options STANLIB's Classic Investment Plan allows you payment flexibility: • Minimum lump sum amount: R50 000 • Recurring premium of minimum R1 000 • You may change, stop and resume your contributions at any time without incurring any penalties.
WITHDRAWAL DETAILS The minimum withdrawal amount for all STANLIB Funds is R2,000.00. Refer to the Terms and Conditions regarding the minimum remaining amount.
To do so, simply save 0860 123 003 as a contact on your phone, then send a message saying “Hi” to start the prompts.

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The Classic Investment Plan Application Form is a document used by investors to apply for participation in a specific investment plan, outlining their investment preferences and details.
Individuals or entities looking to invest in the Classic Investment Plan are required to file this form to initiate their application process.
To fill out the Classic Investment Plan Application Form, applicants must provide personal information, investment goals, financial disclosures, and select their preferred investment options as outlined in the form.
The purpose of the Classic Investment Plan Application Form is to gather necessary information from investors to assess their suitability for the investment plan and to facilitate the investment process.
The information that must be reported includes applicant's personal details, contact information, investment objectives, financial situation, and risk tolerance.
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