New investor

Open your investment account.

Apply as an individual or a company in five short steps. Most clients finish in about ten minutes — have your ID, proof of residence and bank details ready.

Step 1 of 5 · Profile

Investor type
I am applying as
Personal details
Company details
Contact details
Physical address
Postal address
Employment
Next of kin
Joint or custodial account
Authorised signatory 1
Authorised signatory 2

Optional — complete only if this signatory applies.

Authorised signatory 3

Optional — complete only if this signatory applies.

Authorised signatory 4

Optional — complete only if this signatory applies.

Authorised signatory 5

Optional — complete only if this signatory applies.

Authorised signatory 6

Optional — complete only if this signatory applies.

Step 2 of 5 · Investment

Funds
Which funds would you like to invest in?
Source of funds

Step 3 of 5 · Bank

Bank details for payouts

Redemptions are only ever paid into this account, in the account holder’s name.

Filled in automatically where known — you can edit it.

Step 4 of 5 · Documents

KYC documents

Upload clear scans or photos. We verify them before your account is activated.

You will need

  • Copy of ID or Passport
  • Proof of Residence (issued within last 3 months)
  • Certified Corporate Resolution & IDs of all Authorised Signatories

    Step 5 of 5 · Review

    Check your details

    Please check the details you entered in the previous steps before submitting.

    Terms & conditions

    Unit Trust Risk Declaration
    I/We acknowledge that investments in unit trust funds are subject to market risk, including possible loss of principal. Unit prices fluctuate with the value of underlying securities and past performance is not indicative of future returns.

    Daily Rates & Pricing
    Smartvest Wealth Managers publishes indicative unit prices on each business day. The price at which units are issued or redeemed is the price ruling on the next applicable dealing day after the instruction is received and verified.

    Processing & Settlement
    Subscriptions are processed within three (3) business days of cleared funds being received. Redemptions are processed within three (3) to seven (7) business days depending on fund type and prevailing market conditions.

    Right to Claim / Cooling-off
    Subscribers have a fourteen (14) day window from the date of confirmation to raise queries regarding their subscription. After this period the transaction is deemed accepted.

    Agency
    Smartvest Wealth Managers acts as agent for the unit trust funds, mandated by their respective Trustees, and shall not be held liable for losses arising from fluctuations in the value of investments made in accordance with the client’s instructions.

    Tax & Statutory Levies
    The client authorises Smartvest to deduct from any subscription, distribution or redemption any taxes, levies or statutory charges imposed by the Government of Zimbabwe or any competent authority from time to time.

    Money Market Investment Management Agreement
    For money market accounts, the client appoints Smartvest as portfolio manager with discretion to invest in money market instruments consistent with the published mandate. Interest accrues daily and is credited monthly or on redemption. Minimum holding period is thirty (30) days.

    KYC & AML
    The client undertakes to provide and keep current all Know-Your-Customer and Anti-Money-Laundering documentation required under Zimbabwean law. Smartvest may suspend transactions where verification is incomplete.

    Communications
    The client consents to receive statements, contract notes and regulatory disclosures by email to the address provided in this application.