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Intermediary

Advisor

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Advisor Name

Branch

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Personal Details

PERSONAL DETAILS

First Name

Surname

Previous Name/ Maiden Name

Social Security Number

Date Of Birth

Email Address

Requires Verification

Mobile Number

Requires Verification

Nationality

Postal Address

IDENTIFICATION

ID Number

EMPLOYMENT STATUS

Contribution Details

CONTRIBUTION DETAILS

Savings Period (in years)

HIGH	MEDIUM	LOW
PENSIONS	SAVINGS	PENSIONS	SAVINGS	PENSIONS	SAVINGS
70%	30%	60%	40%	50%	50%

Do you contribute to any Pension Scheme administered by Enterprise Trustees Limited?

Payment Source / Method

PAYMENT SOURCE

Date of First Deduction

Beneficiary / Next of Kin

BENEFICIARY DETAILS

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First Name

Surname

Date Of Birth

format: dd/mm/yyyy

Share (%)

Relationship to applicant

Phone Number

NEXT OF KIN DETAILS

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First Name

Surname

Date Of Birth

format: dd/mm/yyyy

Relationship to Applicant

Email Address

Phone Number

Terms & Conditions

TERMS AND CONDITIONS

The efficiency of the Direct Debit scheme is monitored and protected by all parties involved.
If an error is made by any of the parties involved, you are guaranteed a full and immediate refund to own bank account by the originator of the error.
The client can cancel this mandate by writing to Enterprise Trustees 30 workings days in advance of your account being debited.
Where date for first debit is less than 10 workings days from the day this mandate is completed; deduction will start from date for subsequent deduction.
Nominal transaction fee for effecting deduction through the Automated Clearing House will be surcharged to your pension account.

Read our DetailedPrivacy Policy and Terms & Conditions

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Helplines:+233 (0) 302 634 777

Email: info@enterprisegroup.com.gh