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:%RDEPOSIT REFERENCE - PROOF OF DEPOSIT REQUIREDNote.

2 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: 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.

3 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.* 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. The total portfolio range isrestricted to a maximum of 12 portfolios including the lump sum portfolios.

4 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:%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.

5 * 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. 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.

6 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. 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.

7 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: LUMP SUM Investment % FINANCIAL ADVISER 1%INITIAL FSP CHARGE: RECURRING Investment % FINANCIAL ADVISER 2% STANLIB MULTI-MANAGER DISCRETIONARY CLIENT MANDATEP lease sign this mandate if you have selected to invest into a model portfolio managed by STANLIB Multi-Manager (Pty) Ltd ( SMM ).

8 1. Appointment and I hereby appoint and authorise SMM to provide me with intermediary services of a full discretionary nature, and to manage my SMM Model Portfolio as specified on this form on my behalf("Model Portfolio"), in accordance with the terms and conditions contained in this Discretionary Mandate and SMM accepts the appointment by the client in accordance with the terms and conditions set out in this Discretionary Mandate. SMM is an authorised FSP in terms of section 8(5)(a)(i) ofFAIS and is licensed to provide discretionary intermediary services for the following products: Long-term Insurance: Category C, Pension Fund Benefits(Retail), securities and instruments:Shares in a company other than a share block company as defined in the Share Blocks Control Act, 1980, money-market Instruments as defined in BN 90 of 2014 issued in terms of theCollective Investment Schemes Control Act, 2002, ( CISCA ) debentures and securitised debt, warrants, certificates and other instruments, conferring or creating rights to subscribe to,acquire, dispose of, or convert securities, bonds, derivative instruments, participatory interests in one or more collective Investment schemes (including Collective Investment Schemes inHedge Funds)

9 , foreign currency denominated Investment instruments, including a foreign currency deposit, long-term deposits, short-term deposits and other asset classes permitted withinthe legislation and for which SMM is authorised to provide intermediary I hereby authorise SMM to exercise its full, unlimited and sole discretion in the management of my Model Portfolio Investment , in accordance with the Investment objective of the ModelPortfolio. I understand and agree that SMM will invest, withdraw or switch Investment Portfolios within my Model Portfolio Investment at its sole discretion. I hereby authorise SMM in its sole and full discretion to invest in any Investment Portfolio on my behalf for which it is licensed, including both local and offshore I hereby authorise SMM to switch between Investment Portfolios within the Model Portfolio Investment with no limitation placed on the number of switches I acknowledge and accept that certain instructions undertaken on my behalf by SMM in their sole discretion may be subject to tax.

10 Depending on the legislation which governs the Productin which my Model Portfolio Investment is SMM may at its own discretion utilise the services of its own staff or that of another approved FSP in terms of FAIS to render intermediary services to their I hereby authorise SMM to cede or assign at any time the Discretionary FSP rights and obligations in this mandate to any third party who is approved as a Discretionary FSP in terms I hereby authorise SMM to vote on my behalf in respect of the Investment Portfolios in my Model Portfolio I hereby authorise SMM as my representative to enter into any agreements on my behalf with any other person, financial exchange, member or regulatory body in the execution of itsobligations in terms of this Discretionary SMM in its capacity as discretionary FSP does not require that the client supplies a bank account to SMM.