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Astute

Client Consent

You can read and sign the Astute consent form on this page.

The form authorises The Legacy Wealth Club, powered by Hereditas Wealth Advisory (Pty) Ltd (FSP 55893), to access your existing financial product information through Astute. That access is read-only and is used so we can provide advice.

Signing is voluntary. You may withdraw your consent in writing. Signing does not appoint a broker and does not oblige you to take any product. A signed copy is emailed to you.

Personal information in this form is handled under the Protection of Personal Information Act. Read the privacy policy for how that information is used.

Having trouble? Open the form in a new tab

If you need a manual form, contact admin@hereditas.co.za.

WhatsApp The Legacy Wealth Club. Opens WhatsApp with a short greeting only. Nothing typed on this website is included.