INVEST NOW - Efficient Private Clients
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INVEST NOW

Step 1: Complete our Efficient Private Clients Mandate

By completing this document, you give us authorization to manage your investments on your behalf.

Download our Mandate

Step 2: Complete the Risk Analysis Questionnaire

Please complete the risk analysis questionnaire so that we can understand your risk appetite.

Download Risk Analysis Questionnaire

Step 3: Compile your FICA Documentation

View the list of required FICA documents when opening an investment account with us.

Download FICA Requirements List

Step 4: Submit your documents

Once all these forms are complete, please email them to us at admin@efpc.co.za

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