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This document outlines the terms and conditions for the appointment of Advisors seeking to market financial, retirement, and investment products offered by Coronation.
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How to fill out Annexure A to Intermediary Application Form

01
Download the Annexure A form from the official website.
02
Fill in your personal and contact details in the provided fields.
03
Include your intermediary registration details, if applicable.
04
Specify the types of services you plan to offer.
05
Provide details of any relevant qualifications or certifications.
06
Attach any required supporting documents as specified.
07
Review the completed form for accuracy and completeness.
08
Submit the form as instructed, either online or via mail.

Who needs Annexure A to Intermediary Application Form?

01
Individuals or entities applying to become an intermediary in financial services.
02
Existing intermediaries seeking to update their information.
03
Compliance officers or regulatory bodies requiring documentation for intermediaries.
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Annexure A is a supplementary document required for the Intermediary Application Form, which provides detailed information about the applicant.
Annexure A must be filed by any individual or entity applying to be an intermediary in financial markets or other specified sectors.
To fill out Annexure A, applicants should provide all requested personal, professional, and financial information accurately, ensuring all sections are completed as per guidelines.
The purpose of Annexure A is to gather necessary information for assessing the eligibility and suitability of the applicant to serve as an intermediary.
Annexure A requires reporting of personal identification details, professional background, financial status, and any relevant disclosures that ensure compliance with regulatory standards.
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