Contact Us

* indicates required field.

Please make a selection below *

I'd like to apply for an account

I am an existing client with a query

My query relates to something else

This field is required

First name *

Enter your first name here *

This information is required

Minimum characters 1

This is a required field.

Surname *

Enter your surname here *

This information is required

Minimum characters 1

This is a required field.

Email * Even if this is not your preferred method of communication, we may need it as backup in order to reach you.

Enter your primary email address here *

This information is required

Minimum characters 1

We need this information in order to contact you.

Phone number * Even if this is not your preferred method of communication, we require this information to contact you.

Enter your primary contact number here *

This information is required

Minimum characters 1

This is a required field. Enter numbers only. No spaces or special characters.

How would you like us to contact you? *

By phone

Via email

Either

This field is required

You've indicated you're an existing Investec client

 

Which account type(s) does your enquiry relate to? * You may select more than one

Private Banking

Wealth & Investment

Personal Cash Investments

Business Transactional Banking

Investec Life

Corporate solutions

CCM

My Investments

Clarity

Other

This information is required

How may we assist you? *

Please detail the nature of your query *

This information is required

Minimum characters 10

Please share enough detail with us

Investec account number

Enter your Investec account number here

This information is required

Minimum characters 1

You've indicated you'd like to become an Investec client

 

Please select the option that relates to you: *

An individual

A business

A corporate

An institution

An intermediary

This field is required

You have a query you'd like us to address

 

Let us know the reason for your enquiry *

Please leave sufficient detail here *

This information is required

Minimum characters 10

Please share enough detail with us

You've indicated your interest in becoming an Investec client as an individual

Select one of the following offerings * We can then direct your details to the appropriate team

Private Bank Account

Savings

Wealth & Investment services

Finance for individuals

Life insurance

This field is required

Complete the form to apply for an Investec Private Bank Account

 

Age *

Enter your age here *

This information is required

Minimum characters 1

Do not use alphabetical letters in your age.

Region/closest Investec office *

Select region Bloemfontein Cape Town Durban East London George Gqeberha Johannesburg Knysna Mbombela Paarl Pietermaritzburg Pretoria Stellenbosch Tyger Valley Other

This field is required

If 'Other' please specify

Enter relevant region here

This information is required

Minimum characters 1

This is a required field.

Please detail your qualification(s) * List the highest qualification(s) you've received

Qualification(s) *

This information is required

Minimum characters 1

This is a required field.

Where are you currently employed? *

Enter employer name *

This information is required

Minimum characters 1

This is a required field.

How much do you earn per year? Enter a ZAR value. *

Gross annual amount in numerical digits only *

This information is required

Minimum characters 1

Only enter numbers; no spaces, decimals, letters, or symbols.

Your proof of identification

An official type of identification is required to perform credit checks. Please complete the fields below.

SA ID number or Passport number * This information is an essential requirement for checking credit records.

Please enter SA ID or Passport Number *

This information is required

Minimum characters 9

A valid SA ID is 13 digits long.

Please enter your date of birth * Use the date order format detailed below

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field. Numbers only, in the date order specified above. No special characters.

Consent *

I warrant that the information contained herein is true and correct, and I consent to Investec verifying the information contained in this application and/or any other information previously provided.

This information is required

I further consent to the following:

• Investec may collect and process my personal information from external and public sources, where lawful and reasonable,  for purposes relating to credit, fraud, identification, address and income.
• Investec may use this information to create a personalised experience between me and the bank by providing tailored products, services and other offerings that the bank believes may be relevant to me.

Please read Investec’s website privacy policy and data protection statement before proceeding. By clicking on the ‘Next’ button, I understand that due to the nature of my request, the information in this form will be directed to the appropriate teams at Investec so that my request may be processed in the most applicable manner.

Complete the form below to apply for one or more savings accounts

Age *

select from the dropdown Below 55 years 55 years and older

This field is required

Amount you would like to save? *

select from the dropdown R33,000 - R100,000 R100,000 - R1-million Million +

This field is required

Which savings account are you interested in? * Select all that are applicable.

Instant Access account

Notice account

Fixed deposit account

Tax-free savings

Unsure

This information is required

Are you an existing Investec Private Bank client? *

Yes

No

This field is required

By submitting this form, you give Investec permission to perform a credit check on you. Please see our Privacy Policy and Data Protection statement.

Consent *

I give Investec permission to perform a credit check

This information is required

An official type of identification is required to perform credit checks. Please complete the fields below.

SA ID number or Passport number *

Please enter ID or Passport number here *

This information is required

Minimum characters 1

This is a required field.

Please enter your date of birth * Use the date order format detailed below

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field. Numbers only, in the date order specified above. No special characters.

Complete the form to secure your wealth journey with us

Region/closest Investec office *

Select region Johannesburg Pretoria Cape Town George Knysna Paarl Stellenbosch Tyger Valley Durban Pietermaritzburg East London Gqeberha Bloemfontein Mbombela Other

This field is required

Please indicate your capital availability *

I have capital to invest now

I am expecting to have capital to invest in the near future

This field is required

Please indicate your investment amount *

I have less than R3mil to invest

I have R3mil - R10mil to invest

I have more than R10mil to invest

This field is required

Are you a US resident? *

Yes

No

This field is required

Please note that due to regulatory requirements, Investec Wealth & Investment may not be permitted to onboard persons residing in the USA on a permanent basis. Should you have any queries, please email admin@investec.co.za

 

Capital availability: Less than R3mil to invest 

How may we best assist you? * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

I would like the self-service offering

I want advice on structuring my investment

This field is required

Please enter your date of birth * Use the date order format detailed below

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field. Numbers only, in the date order specified above. No special characters.

My proposed investment amount is: *

Numerical digits only *

This information is required

Minimum characters 1

Numbers only, no letters, in a South African rand value

Additional person We need this referral information so we can be assured of reaching you through a person of trust if required. In the event you are unavailable to be contacted, please provide alternative contact details

Enter full name of additional person

This information is required

Minimum characters 1

Additional person email

Enter additional person email address

This information is required

Minimum characters 1

Capital availability: More than R3mil to invest 

How may we best assist you? * By selecting the advice offering, an investment manager will help you to pick the investment suitable for your investment goals. Alternatively, by selecting the self-service offering you will not receive any advice, recommendations, or suitability reviews on your investments.

I would like the self-service offering

I want advice on structuring my investment

This field is required

Capital availability: Less than R3mil to invest 

Please select your source(s) of wealth This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

Allowance

Bursary

Court order

Cryptocurrency

Director/Member of Company/CC or Director's Fees

Direct/owner of business

Divorce settlement

Encashment claim

Gift/donation

Income from employment

Inheritance

Loan

Lottery/gambling winnings

Maintenance

Pension

Savings

This information is required

I am interested in: With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

Stock broking (Securities trading)

Investment management

This field is required

Capital availability: More than R3mil to invest 

Please select your source(s) of wealth This refers to the economic activities or events that have contributed to your net worth. It could be your salary, an inheritance, income on an investment, an investment that has matured, or the proceeds of the sale of your business.

Allowance

Bursary

Court order

Cryptocurrency

Director/Member of Company/CC or Director's Fees

Direct/owner of business

Divorce settlement

Encashment claim

Gift/donation

Income from employment

Inheritance

Loan

Lottery/gambling winnings

Maintenance

Pension

Savings

This information is required

I am interested in: With the investment management option, we manage your investments on your behalf, either through a Wealth Manager or Portfolio Manager. With the stockbroking option, you can trade (execution, online or with advice) in securities, including listed equities, fixed income instruments,unit trusts and derivative instruments.

Investment management

Stock broking (Securities trading)

This field is required

Do you have a Private Bank Account? *

Yes

No

This field is required

Would you be interested in opening a Private Bank Account? *

Yes

No

This field is required

If you are not interested in opening a Private Bank Account, we'd like to propose the following savings options for individuals.

Would you be interested in any of these savings accounts? * Select all that are applicable.

Instant Access account

Notice account

Fixed deposit account

Tax-free savings

Unsure

This information is required

Further information on the Savings account options listed above can be found here.

 

Complete the form to apply for finance as an individual

What type of finance do you require?

Home loan

Vehicle finance

This information is required

Employer *

Who is your current employer? *

This information is required

Minimum characters 1

This is a required field.

Financing amount required *

R0 - R500,000

R500,000 - R1mil

R1mil - R3mil

R3mil - R6mil

R6mil+

This field is required

By submitting this form, you give Investec permission to perform a credit check on you. Please see our Privacy Policy.

Consent *

I give Investec permission to perform a credit check

This information is required

An official type of identification is required to perform credit checks. Please complete the fields below.

SA ID number or Passport number *

Please enter SA ID or Passport number *

This information is required

Minimum characters 1

A valid SA ID is 13 digits long.

Please enter your date of birth * Use the date order format detailed below

DDMMYYYY *

This information is required

Minimum characters 1

This is a required field. Numbers only, in the date order specified above. No special characters.

Complete the form to apply for life insurance as an individual

If you already have an Investec account number, please provide it This will help us identify you

Enter your account number here

This information is required

Minimum characters 1

This is a required field.

Which of the following life insurance products are you interested in? * You may select more than one

Mortgage Protection Cover

Life Cover

Income Protection Cover

Disability Cover

Severe Illness Cover

Business Overheads Cover

This information is required

You've indicated an interest in solutions for your business

Please confirm your business type: *

Business

Professional practice

Established entrepreneur

This field is required

You've indicated you're managing your own business

Company name *

Enter your company name here *

This information is required

Minimum characters 1

This is a required field.

Website

Enter your company website URL here

This information is required

Minimum characters 1

This is a required field.

Region/closest Investec office *

Select region Bloemfontein Cape Town Durban East London George Gqeberha Johannesburg Knysna Mbombela Paarl Pietermaritzburg Pretoria Stellenbosch Tyger Valley Other

This field is required

If 'Other' please specify

Enter relevant region here

This information is required

Minimum characters 1

This is a required field.

How long have you been operating? *

0-3 years

3-5 years

5-10 years

10+ years

This field is required

What is your annual turnover

R0m - R10m

R10m - R30m

R30m - R80m

R80m - R150m

R150m - R500m

R500m+

This field is required

Do you have audited financials?

Yes

No

This field is required

Which service(s) do you require? * You may select more than one

Transactional banking

Finance for business

Business cash investments

Import solutions

Forex & risk management

Insurance

This information is required

You've indicated you're managing a professional practice

What is your profession/specialisation? *

Medical

Legal

Accounting

Engineering

Consulting

Other

This field is required

Please indicate your earnings band *

Under R1m

Over R1m

This field is required

Has your business traded for more than 3 years? *

Yes

No

This field is required

Do you have audited financials?

Yes

No

This field is required

Region/closest Investec office *

Select region Bloemfontein Cape Town Durban East London George Gqeberha Johannesburg Knysna Mbombela Paarl Pietermaritzburg Pretoria Stellenbosch Tyger Valley Other

This field is required

If 'Other' please specify

Enter relevant region here

This information is required

Minimum characters 1

This is a required field.

Which service(s) do you require? * You may select more than one

Transactional banking

Finance for business

Business cash investments

Import solutions

Forex & risk management

Insurance

This information is required

You've indicated you're an established entrepreneur

Company name *

Enter your company name here *

This information is required

Minimum characters 1

This is a required field.

Region/closest Investec office *

Select region Bloemfontein Cape Town Durban East London George Gqeberha Johannesburg Knysna Mbombela Paarl Pietermaritzburg Pretoria Stellenbosch Tyger Valley Other

This field is required

If 'Other' please specify

Enter relevant region here

This information is required

Minimum characters 1

This is a required field.

What is your Net Asset Value (outside of business interests): *

Below R5m

R5m – R10m

Above R10m

This field is required

Has your business traded for more than 3 years? *

Yes

No

This field is required

Do you have audited financials on record?

Yes

No

This field is required

Which service(s) do you require? * You may select more than one

Transactional banking

Finance for business

Business cash investments

Import solutions

Forex & risk management

Insurance

This information is required

You've indicated your interest in becoming a corporate client of Investec

Company name *

Enter your company name here *

This information is required

Minimum characters 1

This is a required field.

Company EBITDA *

Select R0 - R10m R10m – R50m R50m – R100mn R100m+

This field is required

Which region of Africa are you in? * If in South Africa, please include the province name

Enter region (and province if applicable) *

This information is required

Minimum characters 1

This is a required field.

Which service(s) do you require? * You may select more than one

Advice

Finance

Treasury solutions

Research

Cash investments

Investment banking

Other

This information is required

Please provide us with any further details regarding your request

Enter sufficient details here

This information is required

Minimum characters 1

0/1000 characters

You've indicated your interest as an institution

Name of institution *

Enter full name of your institution *

This information is required

Minimum characters 1

This is a required field

For which area do you require our services? * You may select more than one

Commodities

Fixed income

Currencies

Equities

Structured sales

Multi-asset sales and structuring

This information is required

Please provide us with any further details regarding your request

Enter sufficient details here

This information is required

Minimum characters 1

0/1000 characters

You've indicated your interest as an intermediary

Select the area that applies to you *

Financial advisor

Stockbroker

FX Outsourcer

Attorney

Accountant

Property manager

Other

This field is required

Which service(s) do you require? * You may select more than one

Cash investment and management

Investment solutions

Trade and Equity products

Insurance

This information is required

Please provide us with any further details regarding your request

Enter sufficient details here

This information is required

Minimum characters 1

0/1000 characters

Investec and its subsidiaries recognise and respect the privacy and data protection rights of individuals regarding personal data. The information you are providing is subject to Investec’s website Privacy Policy. The processing of your personal information is subject to the provisions of our Data Protection Statement. Please read these before proceeding.

By clicking on the ‘Next’ button, you understand that due to the nature of your request, the information in this form will be directed to the appropriate teams at Investec, so that your request may be processed in the most applicable manner.

Previous Next Submit

Sending...

Please complete all required fields before sending.