TCSA Online Cross-Selling Questionnaire - Africorp Solutions & Advisory

Online Service Questionnaire

Basic Information
Name*
Email Address*
What is your nationality?*
Please specify*
In which country do you perform services*
Please specify*
In which country do you currently reside?*
Please specify*
When did you leave South Africa?*
DD slash MM slash YYYY
When did you leave South Africa?*
DD slash MM slash YYYY
When did you leave South Africa?*
DD slash MM slash YYYY
When did you leave South Africa?*
DD slash MM slash YYYY
When did you first enter South Africa?*
DD slash MM slash YYYY
When did you first enter South Africa?*
DD slash MM slash YYYY
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Intention
What is your current intention in terms of where you will be living and / or working in the future (long-term)?*
Did you take any steps which would indicate a degree of permanency pertaining to your departure from South Africa (e.g., sold vehicles, closed policies / accounts, etc)?*
Please specify*
Are you currently married or single?*
Where does your spouse reside?*
Has your spouse been employed at any time since your departure from South Africa?*
Has your spouse submitted SARS tax returns whilst outside South Africa?
Please specify*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
Income
Are you currently an employee, an independent contractor, or both?*
Please provide the name of the company that you are working for.*
Is the company based in South Africa?*
Are you currently paying tax on your income (either within or outside South Africa)?*
What countries are you currently paying tax in?*
Please specify*
Please specify the countries in which you are subject to tax.*
What is your current gross annual salary in Rands (average, due to fluctuating exchange rates) including fringe benefits and allowances?*
DTA
Do you have a tax residency certificate or documentation of a similar nature?*
Do you own any immovable (fixed) property within South Africa?*
Is your property vacant or is it let to tenants?*
Please specify*
Please provide the approximate date from when your South African property has been let out.*
MM slash DD slash YYYY
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Assets and Liabilities
Do you currently own any of the following assets (inside and outside South Africa)?*
- Listed and/or unlisted shares
- Unit trust investments
- Immovable property
- Crypto Assets
- Gold / silver coins or Krugerrands
- Other
Please specify*
Do you form part of a trust (as a trustee, beneficiary, or otherwise)?*
Please specify whether the relevant trust is a South African or a foreign trust.*
Do you form part of a local or foreign company (not as an employee)?*
Please specify whether the relevant company is / companies are South African or foreign, and your connection with the company / companies.*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Civic Services Questions
Do you need assistance with unabridged birth / marriage / death certificate(s)?*
Please specify*
Do you need assistance with passport renewal(s)?*
Visas and Immigration Questions
Do you hold a permanent residence permit for South Africa?*
Have you obtained or applied for a non-citizen ID?*
When did you obtain permanent residency in South Africa?*
MM slash DD slash YYYY
Do you intend on applying for South African citizenship?*
Do you hold a temporary residency visa for South Africa?*
Please select the type of visa that you hold for South Africa.*
Please specify the type of visitor’s visa that you hold.*
Please confirm the expiry date of your current South African visa.
MM slash DD slash YYYY

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.
Do you intend to renew or extend your current visa?*
Please specify*
Do you intend on applying for permanent residency in South Africa?*
Visas and Immigration Questions
Do you hold a permanent residence permit for South Africa?*
Have you obtained or applied for a non-citizen ID?*
When did you obtain permanent residency in South Africa?*
MM slash DD slash YYYY
Do you intend on applying for South African citizenship?*
Do you hold a temporary residency visa for South Africa?*
Please select the type of visa that you hold for South Africa.*
Please specify the type of visitor’s visa that you hold.*
Please confirm the expiry date of your current South African visa.
MM slash DD slash YYYY

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.
Do you intend to renew or extend your current visa?*
Please specify*
Do you intend on applying for permanent residency in South Africa?*
Visas and Immigration Questions
Do you hold a permanent residence permit for South Africa?*
Have you obtained or applied for a non-citizen ID?*
When did you obtain permanent residency in South Africa?*
MM slash DD slash YYYY
Do you intend on applying for South African citizenship?*
Do you hold a temporary residency visa for South Africa?*
Please select the type of visa that you hold for South Africa.*
Please specify the type of visitor’s visa that you hold.*
Please confirm the expiry date of your current South African visa.
MM slash DD slash YYYY

Kindly note that, per South African Immigration Regulations, visa extensions or renewal applications are to be submitted at least 60 days prior to the expiry date of your current visa.
Do you intend to renew or extend your current visa?*
Please specify*
Do you intend on applying for permanent residency in South Africa?*
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Outbound Visas
Do you work frequently outside African countries?*
Please confirm the list of countries you frequently visit:*
How do you travel to these African countries?*
Please specify*
What is the nature of work you conduct in Africa?

In Africa, work activities are prohibited on a business visa, hence It is important to make sure to consult with an immigration expert prior to making travel arrangements in this regard.
Additional Information
Do you require financial planning advice on your current Investment / Insurance / Medical aid portfolio?*
Please select the items you would like to have a discussion in relation to
- Select All
- Medical insurance in South Africa
- Risk cover
- Investments (in South Africa or offshore)
- Last will and testament
- Short-term insurance
Please provide any other information which may be relevant to understanding your circumstances.

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Online Service Questionnaire

Basic Information

Intention

Intention

Intention

Intention

Intention

Intention

Intention

Intention

Income

Income

Income

Income

Income

Income

Income

Income

DTA

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Assets and Liabilities

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Civic Services Questions

Visas and Immigration Questions

Visas and Immigration Questions

Visas and Immigration Questions

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Outbound Visas

Additional Information

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