Investment Advisers

Everything you need as a Hollard Investment Adviser

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Visit our secure online portal to invest now or manage your investments

Require an Investment FSP Contract? Follow these steps:

  1. Complete a Contract Application Form

  1. Gather your supporting documents

  • Certified Copies of all FICA documentation for the FSP/Directors/Shareholders/Key Individuals and Representatives.  
  • Certified copies of ID documents for ALL Directors / Shareholders, Key Individuals, and representatives. 
  • Proof of banking details in the name of the FSP (Cancelled cheque or a bank statement not older than three months). 
  • Copy of FSP FAIS License. 
  • FSP Representative Application Form (if applicable). 
  1. Send in your forms and supporting documentation

Email: customercare@hollardinvestments.co.za
Fax: +27 11 351 3816   


You will be ready to do business with us once we have: 

  • Validated all documentation and completed all reference checks. 
  • Confirmed with you in writing that your contract has been approved. 
  • Issued you with a Hollard Investment code (upon signature of the contract and within 72 hours of submitting the document to us). 
  • Hollard Investments retain the right for final contract approval.

Hollard Investments Online

  • View and download your clients' Investment Statements.
  • Generate new Hollard Investment Products quotes.
  • Download your Investor Market Value report.
  • Download your Commission Statements.


To request access for a Hollard Investments Online account:

You must have a valid Hollard Investments Contract to have an Online Account.

Please continue reading for more information on how to apply for a Hollard Investments contract. If you have an existing contract and do not have an Online Account, please contact our Customer Care team on 0860 202 202.

Once your contract has been issued you will be given access to Hollard Investments Online. For more information please contact us on 0860 202 202.

Should you be an Office Administrator of an FSP, please contact the Hollard Investments Customer Team on 0860 202 202 and they will assist you in creating an Online Account and link you to the respective Financial Adviser(s).


Existing advisers detail change

If you're an existing adviser and any of your details have changed or you have changed the brokerage you are employed by, it is important that you inform us of the change. 

An instruction must be sent to our Customer Care team to process the change: 

Email: customercare@hollardinvestments.co.za
Fax: +27 11 351 3816 

Alternatively, contact your broker consultant.

Forms & documents

FICA/FATCA Requirements and Forms

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Sighting of Original Documents
 

Site Visit Declaration
 

Cohabitation Declaration
 

CRS FATCA Self Certification Form (Natural Person)
 

CRS FATCA Self Certification Form (Entities)
 

Customer Due Diligence (CDD)/FICA Requirements List

Investment Plan

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Application Form for (Natural Persons)


Application Form for (Legal Entities)


Additional Investment Form


Change of Details Form (Natural Person)


Change of Details Form (Legal Entities)


Dividend Withholding Tax Form


Security Cession Form


Transfer of Ownership Instruction Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put


Investment Portfolio List

Savings Plan

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Application Form for (Natural Persons)


Application Form for (Legal Entities)


Additional Investment Form


Change of Details Form (Natural Person)


Change of Details Form (Legal Entities)


Dividend Withholding Tax Form


Security Cession Form


Transfer of Ownership Instruction Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put


Investment Portfolio List

Endowment Plan

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Application Form (Natural Persons)
 

Application Form (Trusts)
 

Additional Investment Form
 

Unit Transfer Request
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Change of Details (Natural Persons)
 

Change of Details (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Death Claim Form
 

Withdrawal Form
 

Switch and Rebalance form
 

Investment Portfolio List

Linked Endowment (Closed to new investments)

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Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Change of Details (Natural Persons)
 

Change of Details (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Death Claim Form
 

Withdrawal Form
 

Switch and Rebalance form
 

Information Document
 

Investment Portfolio List

Fund Endowment Forms (Closed to new investments)

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Change of Details Form (Natural Persons)
 

Change of Details Form (Trusts)
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Death Claim Form
 

Information Document
 

Investment Portfolio List

Retirement Annuity Plan 

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Investment Application Form


Additional Investment Form


Change of Details Form


Retirement Notification Form


Declaration of Non-South African Tax Residency Form


Withdrawal Form


Switch and Rebalance Form


Annual Fee Renewal Instruction Form


Information Document


Simply Put


Investment Portfolio List

Preservation Plan

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Investment Application Form


Change of Details Form


Retirement Notification Form


Declaration of Non-South African Tax Residency Form


Withdrawal Form


Switch and Rebalance Form


Information Document


Simply Put 


Investment Portfolio List

Living Annuity

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Investment Application Form
 

Change of Details Form
 

Additional Contribution Form
 

Withdrawal Form
 

Switch and Rebalance Form
 

Annual Annuity Review Form
 

Information Document
 

Transfer Out Instruction Form
 

SARS Tax Deduction Rate Opt-Out Form
 

Policy Replacement Form
 

Simply Put
 

Investment Portfolio List

Guaranteed Growth Plan (Closed to new investments)

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Change of Details Forms (Natural Persons)
 

Change of Details Form (Trusts)
 

Death Claim Form
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Investment Portfolio List

Wealth Accumulator (Closed to new investments)

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Change of Details Form (Natural Persons)
 

Change of Details Form (Trusts)
 

Death Claim Form
 

Beneficiary of Ownership Details Form (Natural Persons)
 

Beneficiary of Ownership Details Form (Trusts)
 

Security Cession Form
 

Outright Cession Form
 

Outright Cession Addendum Form (Natural Persons)
 

Outright Cession Addendum Form (Trusts)
 

Withdrawal Form
 

Switch and Rebalance Form
 

Investment Portfolio List

Advisor Application Forms

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FSP Agreement Application Form
 

Additional Representative Form
 

FSP Assistant Application Form for Online Access
 

FSP Change of Details Form