Forms

In order to reduce our carbon footprint, please download the applicable forms below and complete them electronically.

Completed forms can be sent to info@paarlafricangroup.com

PAA Disclosure

Individual Clients / Individuele Kliënte

Client Information Form

PAG Dokumentasie benodig Individue, Trusts, & Maatskappye

PAG Dokumentasie benodig Individue

Trusts

Application Form to Create a Trust

Aansoekvorm om ‘n Trust op te stel

PAG Dokumentasie benodig Trusts

POPIA

POPIA Information - Power of Attorney

Companies & Close Corporations / Maatskappye en Beslote Korporasies

PAG Dokumentasie benodig Maatskapye

FICA

FICA Declaration of Address

FICA Letter from Client - Address

FICA Documents as Proof of Address

Wills / Testamente

Application Form for a Will

Aansoekvorm vir ‘n Testament

In order to reduce our carbon footprint, please download the applicable forms below and complete them electronically.

Completed forms can be sent to info@paarlafricangroup.com

Individual Clients / Individuele Kliënte

Client Information Form

PAA Client Consent Individual

PAA Disclosure - FSCA Requirement

PAA Service Level Agreement – FSCA Requirement

PAA Debit Order Facility

General Power of Attorney

PAG Dokumentasie benodig Individue, Trusts, & Maatskappye

PAG Dokumentasie benodig Individue

POPIA Information - Power of Attorney

Trusts

Application Form to Create a Trust

Aansoekvorm om ‘n Trust op te stel

PAA Client Consent Legal Entity

PAA Disclosure - FSCA Requirement

PAA Service Level Agreement – FSCA Requirement

PAA Debit Order Facility

Trust Minutes -Trust Address

Trust Minutes-Trustees

Trust Minutes - Beneficiaries

PAG Dokumentasie benodig Individue, Trusts, & Maatskappye

PAG Dokumentasie benodig Trusts

POPIA Information - Power of Attorney

Companies & Close Corporations / Maatskappye en Beslote Korporasies

PAA Client Consent Legal Entity

PAA Disclosure - FSCA Requirement

PAA Service Level Agreement – FSCA Requirement

PAA Debit Order Facility

Minutes – Company & Close Corporation

PAG Dokumentasie benodig Individue, Trusts, & Maatskappye

PAG Dokumentasie benodig Maatskapye

POPIA Information - Power of Attorney

FICA

FICA Declaration of Address

FICA Letter from Client - Address

FICA Documents as Proof of Address

FICA Source of Funds Declaration

FICA Questionnaire for Natural Persons

Wills / Testamente

Application Form for a Will

Aansoekvorm vir ‘n Testament

Investments / Beleggings

Investment Instruments

Investment Fund Mandates