CLIENT TRADING APPLICATION FORM

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...

South African Resident Minimum account size R50 000 Proof of Address Copy of ID Proof of bank details

FICA documents uploaded not to be older than 3 months from statement date
NON-South African Resident Minimum account size R50 000 2x Certified proof of address Certified copy of Passport Certified Proof of bank details

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:

CURRENT ADDRESS

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

Documents must be no older than 3 months

Upload supports images and PDFs
Let's save you some money with exemption from Dividend Withholding Tax on Real Estate Investment Trusts.

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?

If, YES, please note that fees may apply. Kindly refer to the Fee Shedule

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
Terms & Conditions

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

AGREEMENT TO TERMS & CONDITIONS OF SECURITIES ACCOUNT
1. I have read and understood the nature and risk of the product(s) offered by Sharenet Securities and I accept the risks;
2. I act in my name as provided, or on behalf of and under legal authority of the person whose name is provided (the account holder);
3. All funds to be deposited and transacted on the account are the account holders and I understand that Sharenet Securities does not facilitate third party transfers;
4. The information I provide is true, accurate and complete, and I undertake to update Sharenet Securities of any changes to the information provided without delay;
5. I have read, understood and accept the above as well as the Market Conduct Information, DMA’s Order Execution Policy, General Business terms, Conflict of Interest Policy and Information Consent, and wish to proceed with account opening.

By ticking this box I declare that I have read and accept the above Terms