IFA Bursary APPLICATION FORM

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IFA Bursary APPLICATION FORM Please complete this application in black ink and send to: The CSI Officer IFA, P O Box 1316 Rivonia 2128 OR hand deliver to Clientèle Office Park, cnr. Rivonia & Alon Roads Morningside, Sandton. IFAs also have the option to make use of the IFA Application Collection Box at their nearest official IFA Presentation Venue. Please visit www.ifa.co.za for further details. Please attach your photo here When completing this application, please take note of the following: 1. Read the instructions carefully and ensure that the information you provide is accurate. 2. Applications that are not 100% complete and signed by the applicant will not be considered. 3. No late applications will be considered. 4. Ensure that certified copies of all the requested documents are attached at the back of the form. Applicants must be: 1. The biological child or under the legal guardianship of an active IFA who has paid the monthly business fee for 12 or more months prior to 30 April 2017. 2. A South African citizen. 3. Under the age of 21 at 30 April 2017. 4. Have a minimum aggregate of 60%, with all subjects being a minimum of 50% in Grade 11 and 12 and if already at university, all subjects must have been passed with a minimum of 50%. Bursary Rules: 1. Only applicants eligible for first or second year tertiary studies in the relevant selection year may apply for a bursary. 2. A bursary will not be awarded to an applicant already in possession of a bursary from another institution. 3. Bursaries are only awarded for full-time undergraduate qualifications and do not cover postgraduate courses. 4. Recipients are required to complete their studies in the minimum number of years as prescribed by the relevant tertiary institution. 5. No more than two subjects may be repeated the following year and all fees relating to repeat subjects will be for the recipient s own account. 6. Should the recipient fail more than two subjects in any year, the bursary will be withdrawn. 7. Changing your degree after signing your bursary contract without written permission from the Bursary Committee may lead to the cancellation of the bursary. 8. Costs of up to R60,000 per annum will be covered by the bursary. Recipients will receive funding for fees, books, equipment and accommodation. Should these costs be less than R60,000 the recipient will not be entitled to the difference. 9. Funds are paid directly to the relevant institution and/or service provider upon presentation of an invoice. Invoices must reach the Bursary Office by no later than 31 March 2018. 10. Any accommodation deposits paid to the lessee by the company on behalf of the bursary recipient will be deducted from the final year study allowance if not recovered and refunded to the company by the bursary recipient at the end of each year. 11. Any costs that exceed the R60,000 allowance but which are necessary to successfully complete the chosen and approved degree will not be paid unless there is written submission by the recipient, consideration and formal approval by the Bursary Committee. Any such exceptions will be at the discretion of the Bursary Committee. 12. Recipients must study at institutions accredited by the SA Department of Education, within SA borders. 13. Only one bursary per family will be awarded. 14. The parent or legal guardian is required to remain an active IFA for the duration of the recipient s studies. 15. Examination results at both mid-year and year-end must be sent to the Bursary Office immediately upon release by the institution. Failure to do so may result in the withdrawal of the bursary.

16. Should the student be absent from any examination during the year without prior written approval from the Bursary Committee, the bursary will be withdrawn. Permission will only be granted under exceptional circumstances. 17. The company reserves the right to withdraw the bursary should a recipient fail to adhere to any of the above rules. Application process: 1. The closing date for 2018 applications is 30 April 2017. 2. All applicants will be notified via SMS of the status of their application by 30 June 2017. 3. Please apply timeously for admission to the University of your choice. A useful link for application information on all South African universities is www.educonnect.co.za. To stand the best chance of being accepted at the University of your choice, it is important to start your research and applications by March / April of the year prior to going to university. 4. Short-listed applicants will be required to attend an interview conducted by a member of the Bursary Committee and if not already at university will be required to complete and online career assessment, which will be arranged by the company. 5. The final list of successful applicants will be published by 12 January 2018 and confirmed via SMS. 6. All successful applicants must send confirmation of their acceptance to university by no later than 17 January 2018. 7. At this time, the successful applicants will enter into a contract with the company. A copy of the signed contract must be returned to the Bursary Office by no later than 31 January 2018. 8. Recipients must also liaise with the Bursary Office to finalise the details of costs to be covered by the bursary fund. 9. The Bursary Committee determines which applicants are successful through a comprehensive review process. Only a select few will be shortlisted and meeting the minimum selection criteria does not imply that an application will automatically be successful. The Committee s decision is final and no correspondence will be entered into. Documents that must accompany your application form: Please tick on Yes if you have included a certified copy of the specific document: 1. South African ID. 2. Grade 11 results. 3. Grade 12 results (or appropriate progress report). 4. Official Matric / NSC results if Grade 12 completed. 5. First year students an appropriate progress report. 6. Payslips for your parent(s) / legal guardian if employed (or letter from employer and sworn statement or tax return statement stating income). 7. Latest financial statements if your parent(s) / legal guardian are self-employed. 8. Sworn affidavits if your parent(s)/legal guardian is/are unemployed. 9. Death certificates if your parent(s) are deceased. 10. Proof of legal guardianship, if applicable. 11. Sworn statement from one parent if your parents are divorced or separated. 12. Motivational letter from parent/guardian. Should you have any queries, please contact the CSI Officer, Ms Emily Molakeng on 011 320 3064 between 08h00 and 12h00, Monday to Friday.

COMPLETE THE FORM IN BLOCK LETTERS AND, WHERE APPLICABLE, USE X TO INDICATE YOUR SELECTION. SECTION 1: APPLICANT S PERSONAL DETAILS SURName Name(S) GENDER DATE OF BIRTH M F D D M M Y Y Y Y TELEPHONE NUMBER (HOME) ID NUMBER CELLPHONE NUMBER province E-MAIL address PHYSICAL/HOME ADDRESS POSTAL ADDRESS c o d e c o d e Do you have any disabilities? Y N if yes, please specify parent s/legal guardian s details Has your parent been an IFA for at least one year? SURName Y N Name(S) GENDER DATE OF BIRTH M F D D M M Y Y Y Y TELEPHONE NUMBER (HOME) *ID NUMBER *CELLPHONE NUMBER province MARITAL STATUS M S w d *date joined ifa *ifa number D D M M Y Y Y Y A E-MAIL address PHYSICAL/HOME ADDRESS c o d e POSTAL ADDRESS c o d e *compulsory information NEXT OF KIN S DETAILS SURName Name(S) TELephone NUMBER CELLPHONE NUMBER Relationship to you SECTION 2: bursary DETAILS Which career path are you interested in pursuing? f i r s t c h o i c e s e c o n d c h o i c e Name the degree or diploma you wish to study Name your preferred University/Technikon Have you applied to a university/technikon to study in 2018 Y N if yes, please specify Have you applied to any other company for a bursary? Y N if yes, please specify Have you completed any career path assessments? Y N if yes, please specify

SECTION 3: EXTRAMURAL ACTIVITIES Please supply details of extramural activities that you are/were involved in at School/university: Community/social activities: Interests and hobbies: SECTION 4: ACHIEVEMENTS ACHIEVEMENTS DURING ACADEMIC CAREER

SECTION 5: TESTIMONIAL BY EDUCATIONAL OFFICIAL I, the undersigned, testify as follows concerning the bursary applicant: Academic potential of applicant Personality and leadership qualities I recommend this applicant for a bursary because This testimonial was given by me, the undersigned, in my capacity as of the school/ college/technikon/university (name) I can be contacted at the following contact details: SURName Name(S) TELephone NUMBER CELLPHONE NUMBER Signature of educational official Date Stamp

SECTION 6: Testimonial by community leader I, the undersigned, testify as follows concerning the bursary applicant whom I have known for (number) years. Describe the applicant s home circumstances Describe in detail the applicant s involvement and participation in the activities of your organisation or community. Explain why you recommend this applicant for a bursary This testimonial was given by me, the undersigned, in my capacity as of the organisation or community (name) I can be contacted at the following contact details: SURName Name(S) TELephone NUMBER CELLPHONE NUMBER Signature of Community Leader Date * A Community Leader refers to anyone that holds a significant position in the community, for example head of the local council, religious leader, traditional leader or political leader etc.

SECTION 7: Essay on your life Write this essay in your own hand and ensure that your essay comprehensively answers the questions below: 1. Tell us about your family, including your parent/s current circumstances. 2. Tell us about yourself: 2.1. Describe yourself in three words. 2.2. How would your friends describe you? 2.3. What is your greatest passion? 2.4. What are your major strengths? 2.5. What are your major weaknesses? 3. Give a short overview of your school (and post matric/tertiary) achievements thus far. 4. What leadership positions have you held and what impact has this had on you? 5. Mention any committees/organisations that you belong(ed) to and any community service projects you have been involved with. 6. Briefly tell us why you have chosen your field of study. 7. Tell us about your further study plans and ideas for the future. 8. If you have not been studying tell us how you have spent your time. 9. Mention any books that you have read that have impressed you. 10. Tell us about one event or person that has influenced you deeply. 11. Describe the South Africa you want to see in the next 10 years.

SECTION 8: Parent/s motivational letter Write a LETTER MOTIVATING THIS APPLICATION AND INCLUDE DETAILS OF YOUR IFA activity:

SECTION 9: Declaration 1. I confirm that all the information supplied in this application is true and correct and that Clientèle Life (the company) may request proof of the information given, should this be deemed necessary. I hereby authorise Clientèle Life to conduct personal references and criminal record enquiries if the company, in its sole discretion, deems it necessary. 2. I am aware that any incorrect information or the omission of any required information could result in the disqualification of this application. 3. I understand that all my statements may be investigated and I authorise the company to confirm my abilities and eligibility for the bursary. 4. I understand that the company may need to acquire reference information from my school, where applicable. I authorise any school to provide Clientèle with relevant information and opinions that may be useful to them in making a decision about my application. 5. I understand that after submitting this application I may be required to attend an interview with the company s Bursary Committee or representatives thereof. 6. I understand that submitting this application and the required documentation does not guarantee that I will be awarded a bursary by the company. 7. I understand that my application may be declined as per the rules and regulations of the IFA Bursary Scheme. 8. I understand that should my application be successful, I will be required to pass each year of my chosen studies, adhering to the minimum requirements of the bursary rules. 9. I understand that the decision of the IFA Bursary Committee is final and no further correspondence will be entered into. Signature of Applicant Date Signature of Parent/Legal Guardian Date