Acceptable Verification Documentation

IDENTITY DOCUMENT:

  • Clear copy of barcoded identity document (Photo: facial features such as eyes, nose, chin and ears must be clear), full names, date of birth and ID number)
  • Clear copy of smart Id Card (front and back)
  • Valid passport (for foreign residents/citizens only), containing a photo, full names, date of birth and passport number)
  • Minor’s birth certificate (where applicable)
  • Any valid identity document in home jurisdiction
  • Drivers licenses will not be accepted as proof of identity. If a barcoded identity document or as mart ID Card is not available a valid reason as to why such an identity document cannot be provided must be given together with a copy of a valid Passport.

PROOF OF ADDRESS:

  • Utility bill bearing the client name and residential address (less than 3 months old)
  • Bank statement bearing the client name and residential address (less than 3 months old)
  • Home loan statement bearing the client name and residential address (less than 3 months old)
  • Telkom telephone account bearing the client name and residential address (less than 3 months old)
  • Salary advice bearing the client name and residential address(less than 3 months old)
  • SA Revenue Services tax return bearing the client name and residential address (less than 12 months old)
  • Lease agreement bearing the following details (Valid):
    – Name, particulars and signature of the lessee and the lessor
    – Date/term for which the lease applies
    – Physical address of the property being leased
    – Date the agreement is signed
  • Body Corporate/Levy statement bearing the client name and residential address (less than 3 months old)
  • Letter on letterhead or CIPC document, signed by board of trustees, directors, company secretary or Head of Compliance confirming physical address
  • Proof of registered address of Master of High Court with stamp on letter from authority
  • Affidavit from client (as a last resort) providing:
    – Name, identity number and physical address
    – Confirmation that client resides at the physical address
  • Letter from bank manager, accountant, attorney, senior management etc. (where relevant), on a formal letterhead, stating that they know the client for at least three years or that he/she has visited the client at the address and confirming physical address.
  • Vodacom, Cell C, MTN, MWeb etc. account (no less than 3 months old).

Original electronic versions of above, where applicable, will be accepted.  These documents must however be in a format that is not susceptible to tampering and manipulation.

TV license, clothing accounts or any other invoices will not be accepted as proof of address.

SPOUSE/PARTNER:

  • Copy of the marriage certificate.
  • Letter from the spouse confirming that the client resides at the same address
  • The Spouse needs to provide

CO-HABITANT:

  • Name, identity number and physical residential address of client and co-habitant
  • Relationship between client and co-habitant
  • Confirmation that residential address is shared

PARENT/S:

Any of above documents for parents, together with: child’s birth certificate (for a minor).

PROOF OF BANK DETAILS:

Bank statement (not older than 3months) Signed and stamped confirmation letter from the bank on bank letterhead (not older than 3 months)
 No third-party bank details will be accepted.

Original electronic versions of above, where applicable, will be accepted. These documents must however be in a format that is not susceptible to tampering and manipulation

Invest Now

To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R1,000,000 for initial lump sum investments.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you

Invest Now

We will guide you along the investment process.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments.


STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. . A Fairtree consultant will contact you to discuss your interest in this fund. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

To start a New Investment is a three step process. We will guide you along each step.
Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

**Please Note:
Our Minimums are R50,000 for initial lump sum investments and R1,000 for debit orders.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

STEP 2:
Once you receive your email with a link to our secured Online Application process, click on the link. The template is set up to guide you through completing the application form. Along the way you will also be prompted to upload your FICA documentation: Proof of Identification, Proof of Residence as well as Proof of Bank Details (of which the latter two should not be older than 3 months)

If you are not sure what an acceptable Proof of Identification and Proof of Residence document might be, please click here for a list.

STEP 3:
Prescient is our administrator. Once they have received the application from us, processed it, confirmed that all is in order and the FICA verification has taken place, you will receive a Welcome Letter with your investor number and payment details from Prescient. You will also receive the link to the online Fairtree Portal where you can register to view your investments and submit future transactions online. Please allow 2-3 business days for their response.

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.

Invest Now

We will guide you along the investment process.

Because with us, it is all about the journey.

This is an Individual Investor Online Application Process.

STEP 1:
Please provide us with your Name, Surname, Cell Phone Number and Email Address. A Fairtree consultant will contact you to discuss your interest in this investment. After this, we will send an email to you containing a link to our secured Online Application process. We make use of OTP (One-Time-Pin) technology for your verification security (This is why we require a valid cell phone number).

If this step is unclear kindly email us on clientservices@fairtreeinvest.com and we will assist you.