6.7 Sanlam Commission Cell Number Code (if applicable) 6.8 VAT Reg. Number FAIS Number 6.9 Consultancy fees to be paid via: 1. Sanlam Code 2. Business Account Complete banking details if option 2 selected (verification of CBC’s bank details are required by way of bank statement header or cancelled cheque) 6.10 Name of Bank 6.11 Name of Branch Branch Code 6.12 Account Name 6.13 Bank Account Number Contact person at CBC office (who will be 6.14 dealing with day to day admin matters) 6.15 E-mail address of Contact Person 6.16 Telephone number of Contact Person 6.17 ID Number of Contact Person 6.18 Type of access role required for RFW Viewer Administrator: Processor Important information: This CBC contact person will be given access to the Retirement Fund Web to perform the functionality as selected above (functionality explained on page 5). 6.19 Contact person at CBC office ( who will be dealing with consultancy fee statements) 6.20 E-mail address of Contact Person 6(b) Contracted Benefit Consultant - to be appointed by Sanlam (delete if not applicable) Should the Intermediary choose not to fulfil the duties of Contracted Benefit Consultant (or does not have the necessary FAIS accreditation), Sanlam will appoint a Benefit Consultant to the Sub-Fund at a remuneration of 50% of the standard consulting fee. Benefit Consultant to be appointed by Sanlam Yes No 7. Contracted Financial Adviser (CFA) Information (complete only if different from no 6a) First Name & Surname (as 7.1 registered with the FSB) Mr/Ms/Mrs 7.2 ID Number of CFA 7.3 E-mail Address of CFA 7.4 Brokerage Name 7.5 Postal Address Postal Code:
6.7 Sanlam Commission Code (if applicable) Cell Number 6.8 VAT Reg. Number FAIS Number 6.9 Consultancy fees to be paid via: 1. Sanlam Code 2. Business Account Complete banking details if option 2 selected (verification of CBC’s bank details are required by way of bank statement header or cancelled cheque) 6.10 Name of Bank 6.11 Name of Branch Branch Code 6.12 Account Name 6.13 Bank Account Number 6.14 Contact person at CBC office (who will be dealing with day to day admin matters) 6.15 E-mail address of Contact Person 6.16 Telephone number of Contact Person 6.17 ID Number of Contact Person 6.18 Type of access role required for RFW Viewer Administrator: Processor Important information: This CBC contact person will be given access to the Retirement Fund Web to perform the functionality as selected above (functionality explained on page 5). 6.19 Contact person at CBC office ( who will be dealing with consultancy fee statements) 6.20 E-mail address of Contact Person 6(b) Contracted Benefit Consultant - to be appointed by Sanlam (delete if not applicable) Should the Intermediary choose not to fulfil the duties of Contracted Benefit Consultant (or does not have the necessary FAIS accreditation), Sanlam will appoint a Benefit Consultant to the Sub-Fund at a remuneration of 50% of the standard consulting fee. Benefit Consultant to be appointed by Sanlam Yes No 7. Contracted Financial Adviser (CFA) Information (complete only if different from no 6a) 7.1 First Name & Surname (as registered with the FSB) Mr/Ms/Mrs 7.2 ID Number of CFA 7.3 E-mail Address of CFA 7.4 Brokerage Name 7.5 Postal Address Postal Code:
Sanlam-Unity-Umbrella-Fund_Confirmation-of-Acceptance_November-2016.docx