Finance Applications

Find Our Finance Application Forms Here

Which type of application form do you require?

You can download the application form below and email it to us along with the following documentation:

Personal Finance Application Form

SOUTH AFRICAN CITIZEN

  • COMPLETED APPLICATION FORM
  • GREEN BAR CODED IDENTITY BOOK
  • VALID SOUTH AFRICAN DRIVERS LICENCE
  • PROOF OF RESIDENCE (RECENT UTILITY BILL/FULL LEASE AGREEMENT/ACCOUNT STATEMENT)
  • RECENT PAYSLIP (3 MONTHS IF COMMISSION EARNER)
  • 3 MONTHS BANK STATEMENTS (ONLY WHEN REQUESTED FROM BANK)

 

NON SA CITIZENS

  • COMPLETED APPLICATION FORM
  • PASSPORT
  • RESIDENCE & WORK PERMIT
  • VALID SOUTH AFRICAN DRIVERS LICENCE
  • PROOF OF RESIDENCE (RECENT UTILITY BILL/FULL LEASE AGREEMENT/ACCOUNT STATEMENT)
  • RECENT PAYSLIP (3 MONTHS IF COMMISSION EARNER)
  • 3 MONTHS BANK STATEMENTS (ONLY WHEN REQUESTED FROM BANK)
  • FULL EMPLOYMENT CONTRACT SIGNED BY ALL PARTIES

You can download the application form below and email it to us along with the following documentation:

Business Finance Application Form

CLOSE CORPORATION

  • DOCUMENTATION REQUIRED FOR EACH MEMBER AS ABOVE (SA AND NON SA CITIZENS)
  • COMPLETED BUSINESS APPLICATION
  • LATEST FINANCIAL STATEMENTS AS PER AUDITOR
  • 6 MONTHS BANK STATEMENTS
  • CK 1 & CK 2 CERTIFICATES
  • RESOLUTION IF MORE THAN 1 MEMBER
  • PROOF OF RESIDENCE FOR BUSINESS (RECENT UTILITY BILL/FULL LEASE AGREEMENT/ACCOUNT STATEMENT)

 

OTHER COMPANIES AND TRUSTS

  • DOCUMENTATION REQUIRED FOR EACH DIRECTOR AS ABOVE
  • COMPLETED BUSINESS APPLICATION
  • FINANCIAL STATEMENTS AS PER AUDITOR
  • 6 MONTHS BANK STATEMENTS
  • CERTIFICATION OF INCORPORATION
  • FORM 2, 4 AND 5
  • SHARES CERTIFICATES
  • RESOLUTION
  • PROOF OF RESIDENCE FOR BUSINESS (RECENT UTILITY BILL/FULL LEASE AGREEMENT/ACCOUNT STATEMENT)
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