Investment Advisers

Everything you need as a Hollard Investment Adviser

Require an Investment FSP Contract? Follow these steps:

Complete a Contract Application Form

To apply for a Hollard Investments Contract please complete:

The Financial Services Provider application Form

Customer Due Diligence (CDD)/FICA Requirements List

Additional Representative

Cohabitation Declaration

Sighting of Original Documents

Site Visit Declaration

FSP Assistant Application For Access To Hollard Investments Online

Gather your supporting documents

Certified Copies of all FICA documentation for the FSP/Directors/Shareholders/Key Individuals and Representatives.
Certified copies of ID documents for ALL Directors / Shareholders, Key Individuals, and representatives.
Proof of banking details in the name of the FSP (Cancelled cheque or a bank statement not older than three months).
Copy of FSP FAIS License.
FSP Representative Application Form (if applicable).

Send in your forms and supporting documentation

Email: customercare@hollardinvestments.co.za
Fax: +27 11 351 3816

You will be ready to do business with us once we have:

Validated all documentation and completed all reference checks.
Confirmed with you in writing that your contract has been approved.
Issued you with a Hollard Investment code (upon signature of the contract and within 72 hours of submitting the document to us).
Hollard Investments retain the right for final contract approval.

Hollard Investments Online

View and download your clients' Investment Statements.
Generate new Hollard Investment Products quotes.
Download your Investor Market Value report.
Download your Commission Statements.

To request access for a Hollard Investments Online account:

You must have a valid Hollard Investments Contract to have an Online Account.

Please continue reading for more information on how to apply for a Hollard Investments contract. If you have an existing contract and do not have an Online Account, please contact our Customer Care team on 0860 202 202.

Once your contract has been issued you will be given access to Hollard Investments Online. For more information please contact us on 0860 202 202.

Should you be an Office Administrator of an FSP, please contact the Hollard Investments Customer Team on 0860 202 202 and they will assist you in creating an Online Account and link you to the respective Financial Adviser(s).

Existing advisers detail change

If you're an existing adviser and any of your details have changed or you have changed the brokerage you are employed by, it is important that you inform us of the change.

Investment Advisers

Require an Investment FSP Contract? Follow these steps:

Complete a Contract Application Form

Gather your supporting documents

Send in your forms and supporting documentation

You will be ready to do business with us once we have:

Hollard Investments Online

To request access for a Hollard Investments Online account:

Existing advisers detail change

Forms & documents

FICA/FATCA Requirements and Forms

Investment Plan

Savings Plan

Endowment Plan

Linked Endowment (Closed to new investments)

Fund Endowment Forms (Closed to new investments)

Retirement Annuity Plan

Preservation Plan

Living Annuity

Guaranteed Growth Plan (Closed to new investments)

Wealth Accumulator (Closed to new investments)

Adviser Application Forms