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Compliance
Disclosure and Appointment (latest signed)
FICA Documents
Will
Signed Will from Capital Legacy
Health
Gap Cover policy document
Membership Certificate (annually)
Tax certificate loaded each financial year
Short term
Policy Document
Tax Certificate (if applicable)
Retirement
Policy document (Inception)
Annual contract value
Servicing change policy Document (if applicable)
Tax certificate loaded each financial year
Risk
Investments
Tax free investment policy document
Unit trust policy document
Endowment policy document
Policy document each anniversary displaying values
Annual contract value from inception (for all applicable)
My account
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