Invest Directly

Overview

 

Thank you for choosing to invest with Stonewood Asset Management. Once you have completed the below application form, kindly email it to us at info@stonewoodam.co.za together with the following documents:

 

  • Proof of your identity (a clear copy of your):

    • Identity document (if you are a South African citizen),

    • Passport (if you are not a South African citizen), or

    • Birth certificate (if the investor is a minor);

  • A clear copy of a utility bill, which is dated no older than 1 month that shows your name and residential address;

  • A clear copy of a stamped bank statement or stamped bank letter, which is dated no older than 1 month that shows your name and bank account number;

  • Proof of payment, if a debit order or the initial investment amount is not being collected electronically.

  • In the case of the investor is a minor (under the age of 18 years), kindly provide us with the following additional requirements:

    • Proof of identity of the parent or guardian completing the application, e.g. a clear copy of their:

      • Identity document (if they are a South African citizen), or

      • Passport (if they are not a South African citizen);

    • A clear copy of a utility bill, which is dated no older than 1 month that shows their name and residential address;

    • A signed confirmation letter stating the minor lives with the parent or guardian, dated no older than 1 month.

 

Please note that the minimum lump sum that can be invested directly into our 1st Fusion funds is R10,000.00 (Ten Thousand Rand) and the minimum monthly debit order is R500.00 (Five Hundred Rand).

 

We will process your application once we have received all of the required documents. If you require further assistance with completing your application, please click here. To view our funds' bank details, please follow the applicable link below:

 

 

Application Form 

 

Stonewood Asset Management (Pty) Ltd is an authorised Financial Services Provider (45170)