TYCFFinancial Planning

New client — data capture

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Before we start

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Who is your advisor?

This decides who receives your completed profile. You cannot enter an address yourself — the app sends only to TYCF Financial Planning advisors.

Advisor

What happens to your answers

This form does not save your information. Your answers are turned into a spreadsheet and sent directly to your advisor, and are then discarded by this website.

Two things follow from that, and it would be dishonest not to say them. Your advisor’s mailbox keeps its copy permanently, and the service that sends the email retains it for a period. Both are outside South Africa.

While you are filling this in, your answers sit in this browser tab only. Closing the tab discards them. Read the full privacy notice.

Your consent

Choose your advisor and tick the first consent to continue.