How to invest

5. Build and view your investments Register online to monitor your transactions and view your up-to-date balances. You will also be able to transact online (additional investments, switching, etc).

How to invest

4. Complete and sign an application form Submit the application form along with the required supporting documents, to our Client Service team. The application form contains more details on the payment options available.

How to invest

3. Pick the right funds for you Speak to a financial adviser to select the right combination of funds for your needs – including Shariah compliant ones. We accept lump sums (minimum of R5 000) and/or regular debit orders (minimum of R500 per debit order).

How to invest

2. Know your budget and time frame A financial adviser can help you work out how much you can afford to save and what your risk appetite is.

How to invest

1. Decide on your goal It’s good to have a goal. A dream home, university education or something off your bucket list.

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