Pre-Engagement Onboarding

Complete your details below to prepare your agreement for digital signature.

This form captures the information required to generate the formal once-off onboarding and consultation fee agreement. The digital signature step follows after this submission.

Client Information

Please complete all required fields before continuing.

Auto-filled to today (editable if needed).
By continuing, you acknowledge that the once-off consultation fee is separate from any ongoing management fees under a signed discretionary mandate.

Setup Options

Core Setup
R 15,000.00
  • Initial wealth structuring consultation
  • Onboarding project management
  • FICA & CDD coordination
  • Mandate preparation
Legacy Setup
R 25,000.00
  • Includes all Core Setup services
  • Extended family portfolio access
  • VIP investor event invitations
Agreement Summary
Selected Tier
Not selected
Client
—
ID / Passport
—
Date
—
Once-off Fee (Incl. VAT)
R 0.00
Payment is invoiced only after FICA documentation is submitted and identity verification is successful.

What Happens Next

1
Agreement Generated

We generate your formal agreement using the details captured here.

2
FICA Verification

FICA documents are submitted and verified before invoicing.

3
Onboarding Begins

An invoice is issued and onboarding starts once payment is received.