Completed forms can be emailed to: ci.clientservice@momentum.co.za
or faxed to: +27 (0) 12 675 3889
Alternatively, forms can be posted to: Client Service Centre P O Box 7400 Centurion 0046
For queries Share call number: 0860 111 899
Our terms and conditions can be viewed here.
Use our upgraded application form generator to build a streamlined application for your specific investment. In certain instances, you will also be able to get your expected annual costs (EAC) emailed to you after you have completed your form and, in future updates, this will be expanded to all instances. Due to the tight deadlines of EAC, we have rushed to include this in the form generator. If you have any comments or suggestion, or if you experience any issues with this form, please email us at mi.marketingandcommunications@momentum.co.za
This is an investment application form for a first-time investor looking either a lump sum investment or a recurring premium or both.
Click here to download form.
This form is used to apply for an additional single investment or increase your monthly contribution.
This form is used to instruct us to switch between portfolios.
This form is used to withdraw money from your investment.
This form is used to transfer your investment to a person/company/CC/trust.
This form is used to update your personal details.
This form is used to change your income distribution.
This form is used to change your financial adviser.
This form is used to change your regular investments and withdrawals.
This form is used to update your banking and/or debit order details.
This is an application form for RMI investment for an entity.
This is an application form for RMI investment for an individual.
This is an application form for ALUWANI.
This is an investment application form for Ampersand Asset Management.
This is an investment application form for Amper&nd Asset Management.
This form is used if you want to cede your investment.