SARS Onboarding Process

SARS Onboarding Process

Your Next Step In The SARs Onboarding Process 

Set Up a Gmail Filter

The next step of this journey will be setting up a new gmail filter

This is to ensure we receive all correspondence related to your application.

AMI has updated our gmail forwarding address and filter, so even if you have previously enabled, please do so again by following the toolkit below.

To access the toolkit which provides detailed instructions on enabling gmail forwarding click here.

Important: The Gmail forwarding must be set up on the email address SARS uses to contact you.

If you’re unsure which email that is, and would like steps on how to check or change it click here 

Our turn!

While you doing gmail forwarding he following steps will be completed by AMI:

  1. An assets and liabilities form will be prepared for you to review and confirm.
  2. We’ll email you a power of attorney form to sign, authorising us to apply on your behalf.
  3. If it applies to you, we’ll also send a spousal agreement form for you to sign.
  4. Finally, we’ll follow up on a few smaller things like trust details (if needed) or your source of funds.
  5. We will test if your gmail forwarding works.

Almost there  

Once these everything is signed, checked and gmail forwarding is on then the SARS onboarding is complete, and we can start with APPLICATIONS!

If at any point you need help please don't hesitate to contact us!!

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