Tax Migration Initial Assessment

Please complete the below information so that we can better understand your tax position.

Tax Migration DEMO

Please complete the below information so that we can better understand your tax position

Full name(s)

Surname

Intl. code

e.g. ZA (+27)

Mobile number

e.g. 82 555 9999

County of birth?

Country you currently reside in?

How long have you been a non-resident of South Africa?

Do you intend to permanently remain abroad?

Do you have a valid foreign passport?

Please specify your passport number

Where did you hear about us?

*Please specify/tell us their name

Tax Identification Details

List all countries where you are resident for tax purposes and provide your Tax Identification Number (TIN)

1. Country of tax residence

1. Country of tax residence

SARS income tax number

SARS income tax number

*I don't have a SARS tax number or I don't know what it is

2. Country of tax residence

2. Country of tax residence

Tax Identification Number (TIN)

Tax Identification Number (TIN)

* I don't have a TIN or I don't know what it is

3. Country of tax residence

3. Country of tax residence

Tax Identification Number (TIN)

Tax Identification Number (TIN)

* I don't have a TIN or I don't know what it is

Hidden

Do you have a retirement annuity (RA), provident and/or pension fund in South Africa?

*If you wish to withdraw it please give an estimated value of your RA, provident and/or pension fund(s)?*

Specify estimated size of the RA/Provident/Pension fund

Do you own assets in South Africa; to include shares, trusts, properties, policies and bank accounts?

*Estimated value of your assets in South Africa?

Specify estimated size of your assets in South Africa

Do you have a South African bar coded ID?

Are you married to a South African citizen?

Does your spouse reside with you abroad?

Terms And Conditions

I have read, understood and agree to the Terms And Conditions*

I have read and understood the Statutory Disclosure Information*

I acknowledge that:

The details and information provided are true and correct to the best of my knowledge I have the full capacity and authority to enter into transactions with Currency Partners and declare to the best of my knowledge the information provided is accurate and correct. I have complied with all applicable legislation and regulations governing my activities including any anti-money laundering legislation and SARB exchange control regulations.

This field is for validation purposes and should be left unchanged.

Tax Migration Initial Assessment DEMO

Tax Migration Initial Assessment

Tax Migration DEMO