Apply for a Hollard Investments contract

Step 1: Complete a Contract Application Form:
 

• To apply for a Hollard Investments Contract please complete the Financial Services Provider application Form
• Customer Due Diligence (CDD)/FICA Requirements List
• Additional Representative

• Cohabitation Declaration
• Sighting of Original Documents
• Site Visit Declaration
• FSP Assistant Application For Access To Hollard Investments Online

Step 2: 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).

Step 3: Send your forms and supporting documentation to:

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.