Complete Financial Planning Services Questionnaire

Basic Information

Name*

Email Address*

What is your nationality?*

Please specify*

In which country do you perform services*

Please specify*

In which country do you currently reside?*

Please specify*

When did you leave South Africa?*

When did you first enter South Africa?*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Intention

What is your current intention in terms of where you will be living and / or working in the future (long-term)?*

Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*

Please specify*

Are you currently married or single?*

Where does your spouse reside?*

Has your spouse been employed at any time since your departure from South Africa?*

Has your spouse submitted SARS tax returns whilst outside South Africa?

Please specify*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

Income

Are you currently an employee, an independent contractor, or both?*

Please provide the name of the company that you are working for.*

Is the company based in South Africa?*

Are you currently paying tax on your income (either within or outside South Africa)?*

What countries are you currently paying tax in?*

Please specify*

Please specify the countries in which you are subject to tax.*

What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*

DTA

Do you have a tax residency certificate or documentation of a similar nature?*

Do you own any immovable (fixed) property within South Africa?*

Is your property vacant or is it let to tenants?*

Please specify*

Please provide the approximate date from when your South African property has been let out.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Assets and Liabilities

Do you currently own any of the following assets (inside and outside South Africa)?*

Listed and/or unlisted shares
Unit trust investments
Immovable property
Crypto Assets
Gold / silver coins or Krugerrands
Other

Please specify*

Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*

Please specify whether the relevant trust is a South African or a foreign trust.*

Do you form part of a local or foreign company (not as an employee)?*

Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Civic Services Questions

Do you need assistance with unabridged birth / marriage / death certificate(s)?*

Please specify*

Do you need assistance with passport renewal(s)?*

Visas and Immigration Questions

Do you hold a permanent residence permit for South Africa?*

Have you obtained or applied for a non-citizen ID?*

When did you obtain permanent residency in South Africa?*

Do you intend on applying for South African citizenship?*

Do you hold a temporary residency visa for South Africa?*

Please select the type of visa that you hold for South Africa.*

Please specify the type of visitor’s visa that you hold.*

Please confirm the expiry date of your current South African visa.

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.

Do you intend to renew or extend your current visa?*

Please specify*

Do you intend on applying for permanent residency in South Africa?*

Visas and Immigration Questions

Do you hold a permanent residence permit for South Africa?*

Have you obtained or applied for a non-citizen ID?*

When did you obtain permanent residency in South Africa?*

Do you intend on applying for South African citizenship?*

Do you hold a temporary residency visa for South Africa?*

Please select the type of visa that you hold for South Africa.*

Please specify the type of visitor’s visa that you hold.*

Please confirm the expiry date of your current South African visa.

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.

Do you intend to renew or extend your current visa?*

Please specify*

Do you intend on applying for permanent residency in South Africa?*

Visas and Immigration Questions

Do you hold a permanent residence permit for South Africa?*

Have you obtained or applied for a non-citizen ID?*

When did you obtain permanent residency in South Africa?*

Do you intend on applying for South African citizenship?*

Do you hold a temporary residency visa for South Africa?*

Please select the type of visa that you hold for South Africa.*

Please specify the type of visitor’s visa that you hold.*

Please confirm the expiry date of your current South African visa.

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.

Do you intend to renew or extend your current visa?*

Please specify*

Do you intend on applying for permanent residency in South Africa?*

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Outbound Visas

Do you work frequently outside African countries?*

Please confirm the list of countries you frequently visit:*

How do you travel to these African countries?*

Please specify*

What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.

Additional Information

Do you require financial planning advice on your current Investment / Insurance / Medical aid portfolio?*

Please select the items you would like to have a discussion in relation to

Select All
Medical insurance in South Africa
Risk cover
Investments (in South Africa or offshore)
Last will and testament
Short-term insurance

Please provide any other information which may be relevant to understanding your circumstances.

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Online Service Questionnaire

Basic Information

Intention

Intention

Intention

Intention

Intention

Intention

Intention

Intention

Income

Income

Income

Income

Income

Income

Income

Income

DTA

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Visas and Immigration Questions

Visas and Immigration Questions

Visas and Immigration Questions

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Additional Information

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