Are you looking for a complete summary of your insurance and investment portfolio?

If you are, all you need to is complete your details below, tick acceptance for HRS Financial Planners, and we will collate your information and send it to you.

By completing the form below, you acknowledge the following:

Sound and proper financial advice can only be provided with full disclosure of relevant information relating to appropriate personal, including private, information for the purposes of determining and advising on your financial situation and financial product experience and objectives, in the process of acquiring, servicing or maintaining any financial products, including but not limited to any information relating to or interest in any long-term insurance, unit trust or any other financial products or services, with any long-term insurer, unit trust manager or other financial institution;

My interests shall be best served if that information is made available to authorized financial service providers with a legitimate interest in receiving such information for those purposes.

I accordingly confirm, for the purposes of providing the said sound and proper financial advice to me that full permission and authority is granted to HRS Financial Planners to obtain any and all such information via the Financial Services Exchange (Pty) Ltd, trading as Astute, or any other institution providing a mechanism for the transmission of such information.

I herewith give consent for the long-term insurer, unit trust manager or other financial institution processing such information to release such information to the said Authorised User via Astute, and I confirm that such Authorised User shall be acting on my behalf or in my interest and I waive any right to privacy only for the purposes as stated above.

I further acknowledge that this consent to obtain information on my behalf will remain effective until cancelled by me in writing.