How to Invest
It is suggested that an investment into any of our funds be made through an Accredited Financial Advisor who is able to structure your portfolio according to your specific needs.



South Africa
International
 

Complete an Application Form

Supporting documents required:

  • Copy of Identity Document, or passport for foreign investors
  • Copy of proof of address (see FICA Requirements) only for investments into Unit Trusts, Personal Portfolio, Income Solution and Cash Management
  • Copy of proof of banking details

Proof of deposit (for payments made via EFT)

  • Where monies are being transferred from an existing retirement investment into the Perpetual Annuity, Retirement Annuity or Income Preservation Fund please also submit a Recognition of Transfer form (as issued by the transferring fund).

Email your application form and supporting documents to our Communication Centre on info@marriott.co.za

Investments into any of our funds may be made through an accredited Financial Advisor who will structure your portfolios according to your specific needs and provide you with professional financial advice.

 

International Investment Portfolio and First World Hybrid Real Estate


Complete an Application Form

Supporting documents required:

  • Original certified copy of Identity Document, or passport for foreign investors
  • Original certified copy, or original proof of address (Please see the KYC Requirements for specific certification requirements)
  • Copy of proof of banking details

Proof of transfer of funds (printout of bank SWIFT message)

  • If you require assistance with remitting your funds offshore, we offer the third party services of Charter Forex. Please complete the required Foreign Exchange Transaction Form.
  • If you have reached your annual foreign investment allowance limit then you can make use of the Marriott asset swap capacity, at no extra cost. Please complete the Asset Swap Mandate.

Please email your application form and supporting documents to our Communication Centre on info@marriott.co.za for checking. A client service consultant will confirm whether anything further is required.

Your investment will be placed upon receipt of funds, a fully completed application form and required supporting documents. Please send us the original documentation once the investment has been placed.




International Unit Trusts


Complete an Application Form

Supporting documents required:

  • Original certified copy of Identity Document, or passport for foreign investors
  • Original certified copy, or original document, of two different proofs of address (see AML Requirements for specific certification requirements)
  • Original certified copy of proof of banking details

Proof of transfer of funds (printout of bank SWIFT message)

  • If you require assistance with remitting your funds offshore, we offer the third party services of Charter Forex. Please complete the required Foreign Exchange Transaction Form.

Please email your application form and supporting documents to our Communication Centre on info@marriott.co.za for checking. Once the client service consultant has confirmed that everything is in order, please send us the original documentation.

Your investment will be placed upon receipt of funds, original application and required supporting documents

Investments into any of our funds may be made through an accredited Financial Advisor who will structure your portfolios according to your specific needs and provide you with professional financial advice.

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