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Wealth management forms cover the official documentation used to establish, transfer, and manage investment and retirement assets. These forms are a critical part of financial planning because the decisions recorded in them — how income is drawn, how capital is invested, which tax methods apply, and who receives benefits — have long-term consequences for financial security. A form like the Momentum Wealth Retirement Income Option Application (WIS060E), for example, captures everything from living annuity income levels and investment instructions to beneficiary nominations and adviser fee authorisations, all of which directly shape how retirement income is sustained over time.
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About wealth management forms
People who typically need these forms include retirees setting up a living annuity for the first time, individuals transferring existing retirement funds into a new income-generating structure, and financial advisers acting on behalf of clients. They are also relevant for anyone navigating South African retirement regulations, tax residency declarations, or politically-exposed person compliance requirements. Getting the details right matters — errors or omissions in these forms can affect income payments, tax treatment, and the distribution of benefits to loved ones.
Because these forms can be lengthy and technically detailed, tools like Instafill.ai use AI to fill them out accurately in under 30 seconds, making it easier to complete complex paperwork without missing critical fields.
Forms in This Category
| Form Name | Pages | |
|---|---|---|
| 1. | Momentum Wealth Retirement Income Option Application (WIS060E) | 11 |
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