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DEBIT ORDER AMENDMENT FORM

DEBIT ORDER AMENDMENT FORMPROFESSIONAL PROVIDENT SOCIETY INVESTMENTS PROPRIETARY LIMITED ( PPS INVESTMENTS )CLIENT SERVICE CENTRE CONTACT DETAILS TEL: 0860 468 777 (0860 INV PPS) FAX: 021 680 3680 EMAIL: WEBSITE: Please complete the form in BLOCK LETTERS Please indicate all choices selected with an [X] Please initial any amendments made to this transaction form Please note, Investment Option(s) refer to the relevant underlying unit trusts within your portfolio Financial Intelligence Centre Act ( FICA ) requirements are available on the PPS Investments website The daily cut-off for receipt of instruction is 14:00 General Terms, Conditions and Declarations are available on the PPS Investments websiteCONTACT PERSON FOR OUTSTANDING REQUIREMENTSAPERSONAL DETAILS OF INVESTORBT itle Surname or name of entityFirst name(s) or initial, surname and designation of contact person of entityIdentity or passport number / Registration number of entity PAGE 1 OF 3 DEBIT ORDER AMENDMENT FORMF ebruary 2017 Please note, this is a fillable form .

D DEBIT ORDER AMENDMENTS PAGE 2 OF 3 DEBIT ORDER AMENDMENT FORM D1. Debit order amendment Please increase or decrease my debit

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Transcription of DEBIT ORDER AMENDMENT FORM

1 DEBIT ORDER AMENDMENT FORMPROFESSIONAL PROVIDENT SOCIETY INVESTMENTS PROPRIETARY LIMITED ( PPS INVESTMENTS )CLIENT SERVICE CENTRE CONTACT DETAILS TEL: 0860 468 777 (0860 INV PPS) FAX: 021 680 3680 EMAIL: WEBSITE: Please complete the form in BLOCK LETTERS Please indicate all choices selected with an [X] Please initial any amendments made to this transaction form Please note, Investment Option(s) refer to the relevant underlying unit trusts within your portfolio Financial Intelligence Centre Act ( FICA ) requirements are available on the PPS Investments website The daily cut-off for receipt of instruction is 14:00 General Terms, Conditions and Declarations are available on the PPS Investments websiteCONTACT PERSON FOR OUTSTANDING REQUIREMENTSAPERSONAL DETAILS OF INVESTORBT itle Surname or name of entityFirst name(s) or initial, surname and designation of contact person of entityIdentity or passport number / Registration number of entity PAGE 1 OF 3 DEBIT ORDER AMENDMENT FORMF ebruary 2017 Please note, this is a fillable form .

2 Please print, sign where required and send to the details above for fields in red are and surnameTelephone number EmailCapacityINVESTOR BANK ACCOUNT DETAILSCThe following bank details will be used for all payments. A cancelled cheque or recent bank statement (not older than three (3) months and clearly displaying your name and the bank s logo) must accompany this application form as confirmation of these details. Any changes to your banking details in future must be forwarded in writing to PPS Investments together with proof Account numberBranch Branch codeType of accountCurrent Savings Transmission Use the bank details below for the recovery of my DEBIT ORDER , as the payer differs from the investor (please provide proof of bank details such as a cancelled cheque or a bank statement not older than three (3) months, a copy of the ID of the payer and a specimen signature of the payer).

3 Collection requests from a third party legal entity s account must be accompanied by a resolution, copies of the ID documents and signatures of the signatories of the third party as well as all supporting details of third party (if payer differs from the investor)Title Initials Surname / Name of entityIdentity or passport number / Registration number of entityBank Account numberBranch Branch codeType of accountCheque Savings TransmissionI, the undersigned, request and authorise PPS Investments to arrange to collect the monies payable from the bank account specified of account holder / Signatory DatePlease apply the DEBIT ORDER AMENDMENT indicated below to the following investmentInvestment numberDEBIT ORDER AMENDMENTSDPAGE 2 OF 3 DEBIT ORDER AMENDMENT FORMD1.

4 DEBIT ORDER amendmentPlease increase or decrease my DEBIT ORDER as follows: From R to REffective datePPS / OPN Tax Free Investment Account: Maximum R2 750 per monthD2. DEBIT ORDER collection date Please change my DEBIT ORDER collection date to the 1st 7th 15th 28thEffective dateD3. Escalation rate AMENDMENT Amended annual escalation rate 5% 10% 15% %It is recommended that you escalate your DEBIT ORDER amount annually in ORDER to ensure your contributions are in line with : PPS / OPN Tax Free Investment Account - Please note that your selected escalation rate might be capped to ensure that the escalation rate does not lead to a breach of the annual and lifetime contribution limits.

5 Should the cut-off for my selected DEBIT ORDER date be missed, please commence the same day of the following month; or as soon as possible, on the next collection reinstate or terminate my DEBIT ORDER amountEffective dateHINVESTMENT OPTION(S)EIf your investment was made prior to 1 October 2014, the Original range will apply, unless you have opted to switch to the Select range. If your investment was made after 1 October 2014, the Select range will apply. Please refer to the correct Investment Option Schedule on PPS Investments Secure Online Services for your Investment Option(s).If you would like to make any changes to your Investment Option(s) when increasing, decreasing or reinstating your DEBIT ORDER , please ndicate yourchanges in the table below. For a comprehensive list of available Investment Option(s), please refer to the relevant Investment Option Schedule, available on or from the PPS Investments Client Service note that if you want to change your existing Investment Option(s) selection for your lump sum investment or to your current DEBIT ORDER , you willneed to submit a Switch form , which is available on PPS Investments Secure Online Services through applicable, Regulation 28 of the Pension Funds Act (No.)

6 24 of 1956) requires that your investment adheres to the following Regulation 28 limits:A maximum exposure of 75% of the investment amount to equity investments; 25% to property; 25% to international investments. In ORDER to assist youto determine whether your selection of Investment Option(s) complies with these limits, you may contact the PPS Investments Client Service Centre on0860 468 777 (0860 INV PPS) or use the Regulation 28 Guide on our website at investment will be monitored for Regulation 28 compliance on an ongoing basis and your future non-compliance status will be communicated to you quarterly. Please note that should your portfolio exceed any of the Regulation 28 limits for three (3) successive quarters, the Trustees of the Fund will rebalance your portfolio and / or amend your investment allocations may only access Investment Option(s) that may not have a performance fee structure or invest in any vehicles or funds that charge a performance fee in your PPS/OPN Tax Free Investment Account.

7 If your chosen Investment Option(s) introduce performance fees in future, PPS Investments might switch your Investment Option(s) on your behalf should you not switch to appropriate Investment Option(s) yourself. Investment Option DEBIT ORDER investment %12345678910 Total 100%HTERMS AND CONDITIONSF I understand and agree to be bound by the provisions of this transaction form . I understand the PPS Investments Investment Option Schedule, applicable to my investment (available on ), which details the relevant Investment Option(s) available on the PPS Investments platform and sets out the asset management fees which may be applicable to my investment.

8 Investments into the my chosen Investment Option(s) will take a maximum of five (5) working days to be processed, provided PPS Investments is in receipt of a valid instruction, together with the proof of deposit and relevant supporting documentation. I will have fourteen (14) days after receipt of the DEBIT ORDER AMENDMENT confirmation to report any errors to PPS Investments. Instructions will at all times only be processed once the investment amount reflects in the relevant bank account and proof of deposit and supporting documentation has been received. Your contributions to all of your tax free investment accounts with various providers may not exceed a maximum of R33 000 per tax year, with an overall lifetime limit of R500 000. Should these limits at any time be breached, a penalty tax of 40% on the over contributed amount will be imposed by the South African Revenue Services at the end of the tax year.

9 We will monitor your contributions to your PPS or OPN Tax Free Investment Account to ensure that you stay within the legislated limits. We are however not responsible for any contributions placed with another product provider. I understand and agree to all fees stated in this transaction form . I hereby acknowledge that the terms, conditions and declarations agreed upon when entering my investment continue to apply. This also includes the DEBIT ORDER AMENDMENT requested. If there are any discrepancies between these and General Terms, Conditions and Declarations available on , the document published on our website will apply. I understand and agree to the General Terms, Conditions and Declarations on (This document can also be requested from the PPS Investments Client Service Centre on 0860 468 777).PAGE 3 OF 3 DEBIT ORDER AMENDMENT FORMPPS Investments (Pty) Ltd, PPS Multi-Managers (Pty) Ltd, PPS Investment Administrators (Pty) Ltd and PPS Insurance Company Ltd are licensed financial services providers.

10 Coronation Life Assurance Company Limited is registered in terms of the Long Term Insurance Act 53 of 1998 to carry on long term insurance business. PPS Management Company (Pty) Ltd (RF) is a licensed collective investment scheme House, Boundary Terraces, 1 Mariendahl Lane, Newlands, 7700 Website: Email: I hereby confirm that I, , haveread and understood: The General Terms, Conditions and Declarations; The Minimum Disclosure Document (MDD) of the chosen fund(s), are included but not limited to the Total Expense Ratio (TER) and Transaction Cost (TC) applicable to my investment available on the PPS Investments website In the case of Customised Solutions, the Minimum Disclosure Document of the underlying funds can be obtained from the respective Managers. The Effective Annual Cost disclosure available from my financial adviser, the PPS Investments website or from the Client Services Centre.


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