Datvest offers advisory services to individual and institutional investors who are interested in getting exposure to real estate and private equity. The risk and return characteristics of these types of investments differ distinctly from those of traditional equity and bond asset classes, and investors often use these more specialized investments.


  • Widen their investment universe
  • Offer diversifying potential relative to a portfolio of stocks
  • Potentially enhance returns

What you need to apply

Individual Investors

  • Copy of identification document/s i.e. National I.D card, Passport or Driver’s license.
  • Marriage certificate (for joint accounts).
  • Proof of residence
  • 2 passport photos ( per individual)
  • FATCA Form

Corporate Clients

  • Certificate of Incorporation
  • Memorandum and Articles of Association
  • Trust Deeds/Partnership Agreements/ Constitution (where applicable)
  • Board Resolution and CR14, CR6 forms (where applicable)
  • Directors’ identification documents including proof of residence
  • Trust Registration certificate/ Registration document (where applicable)
  • 2 passport photos ( per individual)
  • FATCA Form

Societies, Charitable Associations, Clubs, Churches and similar entities

  • Constitution/ Rules/ Agreement.
  • Identification documents of the committee and signatories including proof of residence.
  • Proof of residence
  • 2 passport photos ( per individual)
  • FATCA Form