Additional Investment Form - STANLIB

1 E-mail 0867 277 516 Additional Investment FormLinked InvestmentsNote: Phase-in options are not available for Additional DETAILSINVESTMENT NUMBERNAME & SURNAME / ENTITY NAMEIDENTITY/PASSPORT/REGISTRATIONNUMBER CELL PHONE NUMBER EMAIL ADDRESSINVESTMENT DETAILSA maximum of 12 portfolios are allowed after the Additional Investment . Investment AMOUNTR. PAYMENT TYPE ELECTRONIC FUND TRANSFER (EFT) ONCE-OFF DEBITMULTIPLE DEPOSITS INVEST AS AND WHEN DEPOSITS ARE RECEIVED If the option above is not selected, STANLIB will invest total amount once all deposits have been FROM STANLIB UNITTRUST YES NO STANLIB UNIT TRUST ENTITYNUMBERLUMP SUM PORTFOLIOS Portfolio Name PercentageNet STALIADD0102018//08/17Z42B62 Page 1 of 6 Portfolio Name PercentageNet TOTAL.

2 %RDEPOSIT REFERENCE - PROOF OF DEPOSIT REQUIREDNote: To identify the applicable deposit reference to be used, please refer to points 5 & 6 of the Terms and DATE--DDMMYYYYAPPLICABLE DEPOSIT REFERENCE DEBIT ORDER DETAILS FOR A ONCE OFF DEBITONCE OFF DEBIT OFF DEBIT DATE--DDMMYYYYA maximum of R1 000 000 may be debited from a client's bank account within a 45 day period. I hereby authorise STANLIB Wealth Management(Pty) Limited to arrange with my bank for the payment of the Investment amounts as indicated above, including amendments that may be madeduring the life of the Investment on the specific day as note.

3 Where no debit date is specified on the form , STANLIB will debit the client s bank account at the next possible debit order run DETAILS FOR A ONCE OFF DEBITBANKBRANCHBRANCH CODEACCOUNT NUMBERACCOUNT TYPE CHEQUE SAVINGS TRANSMISSIONACCOUNT HOLDER'S ID NUMBERACCOUNT HOLDER'S NAMESIGNATURE OF BANK ACCOUNTHOLDER/ AUTHORISED SIGNATORYOnce off debits are not allowed from Call/ notice accounts. If the debit order is funded by a 3rd party (spouse included):* For individuals: Certified copy of the third party s identity document with a specimen signature.

4 * For entities: Standard Bank Bank account mandate * Other banks Letter from the bank confirming signing authority and a certified copy ofidentity document with a specimen signature of the DEBIT ORDER DETAILSA pplicable to the Classic Investment Plan and Classic Retirement Annuity plan for Unit Trust portfolios. Not available for Structured Portfolios andPersonal Share Portfolios. The minimum recurring debit order amount is R1 000 per month and R12 000 per annum for a Classic InvestmentPlan. The minimum recurring debit order amount is R500 per month and R6 000 per annum for Retirement Annuity Fund.

5 The total portfolio range isrestricted to a maximum of 12 portfolios including the lump sum portfolios. RECURRING DEBIT ORDER DEBIT ORDER FREQUENCY MONTHLY ANNUALLY DEBIT ORDER DATE 1ST OR 15 THSTARTING MONTH-MMYYYYRECURRING DEBIT ORDER PORTFOLIOS STALIADD0102018//08/17Z42B62 Page 2 of 6 Portfolio NamePercentageNet TOTAL.

6 %RBANKING DETAILS FOR A RECURRING DEBIT ORDER USE THE SAME BANK DETAILS SPECIFIED FOR THE ONCE OFF DEBIT USE DIFFERENT BANK DETAILS FOR THE RECURRING DEBIT ORDER(COMPLETE THE DETAILS BELOW)BANKBRANCHBRANCH CODEACCOUNT NUMBERACCOUNT TYPE CHEQUE SAVINGS TRANSMISSIONACCOUNT HOLDER'S ID NUMBERACCOUNT HOLDER'S NAMESIGNATURE OF BANK ACCOUNTHOLDER/ AUTHORISED SIGNATORYIf the debit order is funded by a 3rd party (spouse included):* For individuals: Certified copy of the third party s identity document with a specimen signature.

7 * For entities: Standard Bank Bank account mandate * For Other banks Letter from the bank confirming signing authority and a certified copy ofidentity document with a specimen signature of the signatory/iesREGULAR INCOME OPTIONThe regular income option is applicable to the Classic Investment Plan. It allows you to invest money in a specific portfolio and then draw funds fromthat portfolio (or from an existing portfolio) on a regular basis (usually monthly). The minimum amount is R500. The payments you receive areredemptions and not income distributions.

8 Where the regular income option is selected participatory interests will be repurchased from the callaccount or money market fund. Where the Client does not have any such funds then the repurchases will be made from the Client s otherinvestments proportionately. Regular income transactions are processed on the 20th of the month and payments will be received by the 1st business day of the following complete instruction must be sent to STANLIB 7 days prior to the annuity run, for the regular withdrawal to be paid in the current month.

9 A clearance period of 21 calendar days for cheques and 45 calendar days for recurring and once-off debit orders will FREQUENCY MONTHLY QUARTERLY BI-ANNUALLY ANNUALLYFIRST PAYMENT MONTH-MMYYYY STALIADD0102018//08/17Z42B62 Page 3 of 6 BANKING DETAILS FOR PAYMENTSP ayments to third party bank accounts are not allowed. Payments can only be paid into an account in the name of the CODEACCOUNT NUMBERACCOUNT TYPE CHEQUE SAVINGS TRANSMISSIONACCOUNT HOLDER'S ID NUMBERACCOUNT HOLDER'S NAMEFINANCIAL SERVICES PROVIDER 1.

10 The Terms and conditions signed and agreed to in the Investment Application form will remain in force and apply to this transaction. FINANCIAL SERVICES PROVIDER 1 NAME OF FSP / ENTITYFSP / ENTITY LICENCE NOSTANLIB IDNAME OF SOLE PROPRIETOR ORREPRESENTATIVEFINANCIAL SERVICES PROVIDER 2 STANLIB IDNAME OF SOLE PROPRIETOR ORREPRESENTATIVEFINANCIAL SERVICE PROVIDER CHARGES (EXCLUDING VAT) Where the Client has not specified an Initial FSP charge for lump sum or recurring investments, STANLIB will not deduct these SPLIT: Only available to advisers from the same Financial Service ProviderINITIAL FSP CHARGE.