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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
  • 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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