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Application for audit

Please fill out the form below to receive your audit report. 

Notice!
No Financial services company will give out any information on their clients without the permission of the client. The above is a industry standard consent form. The best method is to sign it online with a touch pad device or smart phone. 
Please note that all information is sent directly to the provider company to obtain the information. 

CLIENT CONSENT TO OBTAIN POLICY INFORMATION

I acknowledge the following:

  • Appropriate financial advice can only be furnished after full and proper disclosure of relevant personal and private information about the client;

  • This information will only be used for informative purposes and not for Financial Planning.


I/we herewith give consent for the long-term insurer, unit trust manager or other financial institution possessing such information to release such information DIRECTLY to the said authorized user and I/we herewith give consent to the Financial Service Provider and / or his / her / its authorized user(s) below to obtain such information through Astute:


I/we confirm that the Investment Audit and / or his / her / its authorized user(s) will be acting on my/our behalf and I/we hereby waive any right to privacy only for the stated purpose. All information so obtained must be treated as confidential by the Investment Audit and / or his / her / its authorized user(s) and may not be made public in any way without my/our written consent.

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Payment for audit service
R 499

In order to submit this application you will need to pay the service fee of R499.00 this fee is payable to Invest Audit for the service of generating the audit reports.

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