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Documents

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Documents

Please CLICK to view or download the below documents:

Documents for the Pooled Portfolios

Umbrella-Employer Application Form (Acumen Fund Pension Provident Umbrella)
Preservation Pension Application Form (Acumen Fund)
Preservation Provident Application Form (Acumen Fund)
Retirement Annuity Application Form (Acumen Fund)
Financial Services Provider Application Form (Robson Savage-Wealth Growth Investment Management)
Death Benefit Beneficiary Form

Documents for the Segregated Portfolios

Full Discretionary Mandate
Disclosure Document
First time investor instructions
Glacier maintenance – PXE402 Rebalancing_Switch
Glacier – Share Portfolio Addendum Non-Discretionary Compulsory Products
Glacier – Share Portfolio Addendum Non-Discretionary Voluntary Products
Investec Brokerage and Asset Swap Fee Schedule
Investec Individual Form FSP Sub Account
Investec Legal Entity FSP Sub Account
Momentum – Share Portfolio Addendum IWI
Momentum Switch Form

Wealthgrowth Investment Management (Pty) Ltd is an authorised financial services provider. F.S.P. Number 46007. Trading name Wealth Growth Investment Management / Tax Number 9105987193 / V.A.T. Number 4820270637