You are just a few steps away from getting your investment account up and running. We first need to capture some data about you and ask you a few questions.
To complete this form, you will need...
FICA documents uploaded not to be older than 3 months from statement date
Certified FICA documents uploaded not to be older than 3 months from statement date
Sharenet will use data collected for the purposes of providing service, contacting, and sending you important information. To find out more, please visit our Privacy Policy.
By continuing with the application, you agree that we may contact you about your application and we may electronically verify your identity by sharing your personal information and identity documents with a credit reporting agency or identity verification service to set up your account and comply with our regulatory obligations.
Date of Birth:
Do you hold multiple nationalities?:
Please list:
Which countries are you resident in for tax purposes? Please list all:
Other Sources of Income:
Which account would you like to open?
How long have you continuously traded financial products on an execution-only basis?
Do you have an industry recognised qualification for the type of trading that you intend to carry out with us?
Do you work, or have you worked in the financial sector for at least one year in a professional position which requires knowledge of the nature and risk involved in the type of trading that you intend to carry out with us?
Please indicate the number of trades you have undertaken in each of the following products on an execution-only basis during the last 12 months?
PLEASE UPLOAD:
1. Proof of Address
2. ID
3. Proof of Bank Details
This form is to be completed by the beneficial owner (of dividends, including dividends in specie) in order for the exemptions from dividends tax referred to in section 64F read with sections 64FA(2), 64G(2) or 64H(2)(a) of the Income Tax Act, 1962 (Act No 58 of 1962) (the Act) to apply.
In order to qualify for an exemption this declaration and written undertaking should be submitted to the withholding agent (declaring company or regulated intermediary) within the period required by the latter (provided it is before payment of an affected dividend) - failure to do so will result in the full % dividends tax being withheld/payable.
Reason for exemption
I, {{ contact_details.forenames }} {{ contact_details.surname }}, hereby declare that dividends paid to the beneficial owner is exempt, or would have been exempt had it not been a distribution of an asset in specie, from the dividends tax in terms of the paragraph of section 64F of the Act indicated above.
I, {{ contact_details.forenames }} {{ contact_details.surname }}, undertake to forthwith inform the Withholding Agent in writing should the circumstances of the beneficial owner referred to in the declaration above change.
Would you like to speak to a portfolio manager?
Dear {{contact_details.forenames}} {{contact_details.surname}}
Thank you for taking the time to complete your information. This has been securely sent off for verification and processing.
Notification with regards to the status of your account will be sent to the registered email address in this application.
Regards
Sharenet Onboarding & Client Services Team
We regret there has been an error in submitting your form
Please take time to go through the below links pertaining to Sharenet Securities (Pty) Ltd’s general terms:
Market Conduct
Terms and Conditions
Conflict of Interests
Complaints
Order Execution
By ticking this box I declare that I have read and accept the above Terms