how to invest

1. Read the unit trust educational pages

about unit trusts | FAQs | why investonline

2. Complete the Investonline.co.za risk profile questionnaire

Click here to begin.

3. Choose the unit trust portfolio most suited to your risk profile

upon completing the risk profile questionnaire.

4. Complete the Allan Gray investment platform application form

Complete the application and download other forms here.

5. Print and sign the Allan Gray investment application form

(your client declaration forms will print at the same time)

6. Fax / e-mail the following to Investonline.co.za:

- Signed Allan Gray application form (4 pages)
- Signed risk profiler and record of advice (3 pages)
- Copy of ID
- Proof of physical address (Municipal utility bill)
- Proof of your bank account details (Allan Gray requires this to collect the funds from your account)
FAX / SCAN & EMAIL TO:
- Fax: 086 586 0315, 086 586 0316, 086 586 0317
- E-mail: invest@investonline.co.za

reasons to use us

choice
online convenience
substantial savings
independence
safe & secure
website access
ownership
ease of use
portfolio choices
non-discretionary
reduced complexity
trust