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Source of wealth template 2026

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  1. Click ‘Get Form’ to open the source of wealth template in the editor.
  2. Begin by entering your name and the name of the fund at the top of the form. This establishes your identity and the context for your investment.
  3. In the section regarding the source of funds, select all applicable options such as 'Capital of company' or 'Gift/Inheritance'. Provide detailed information as requested for each selected option.
  4. For professional salary, fill in your employer's name, occupation, address, years employed, and gross annual income. This information is crucial for verifying your income source.
  5. If you have profits from investments or property sales, include dates and amounts as specified. Ensure that all details are accurate to avoid delays.
  6. Finally, review all entries for completeness and accuracy before signing and dating the form at the bottom. This confirms that all provided information is true.

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