Investing in your future with Investec Asset Management is simple. Simply follow these steps:

Apply for the product of your choice

Unit Trusts

Investec Unit Trusts | Unit trust application form

Retirement Products

Investec iSelect Retirement Annuity | Retirement Annuity application form
Investec iSelect Preservation Funds | Preservation Fund application form
Investec iSelect Living Annuity | Living Annuity application form

Savings Products

Select one of the following investment options:

1. Online Form - Fill out the Client Service Callback form or the contact form top right of this page and one of our Client Services consultants will contact you at a time convenient to you.
2. E-mail us at ComCentre@investecmail.com or Contact us on 0860 555 700
for assistance and more information
3. Invest direct by downloading, printing and completing the relevant application form above:
Deposit your investment as instructed
Fax the completed application form and supporting documents to 0861 500 300.

You will be contacted by a Client Services Consultant and you will subsequently be required to furnish us with FICA related documents.

FICA documents

Please note that you can deposit funds into your Investec Unit Trust prior to Investec Asset Management receiving the required FICA documents. (However, you may not access your funds until Investec Asset Management has received your FICA documents). The requisite FICA documents comprise the following:

• An original and clear certified copy of your bar-coded Identity Document (South African resident) or passport (foreign national)
• An independent original or originally certified copy of proof of your residential address (not older than three months)

Existing Investors

If you are an existing investor please use the unit trust additional lump sum investment form below:

Unit Trust Additional Lump Sum Investment form for retail investors

More Application and Transaction forms

For other Investec application and transaction forms click here

Further information

For more information please contact Investec Direct Client Services on 0860 555 700 or email us at investinyourfuture@investecmail.com

Alternatively contact your financial adviser who will assist you with any queries you may have.

Terms & conditions

Your investment is subject to the terms in the application form as well as the terms contained in the Investec Investment Management Services (IMS) Business Practice Manual.

IMS Business Practice Manual

You may also request a copy of the IMS Business Practice Manual from your financial adviser or Investec Direct Client Services.