Share Trading Accounts

HOW TO OPEN A TRADING ACCOUNT

To activate your trading account, we require the following documentation:

Click here for our Client Disclosure document

INDIVIDUAL

Completed client particulars schedule and mandate. Click here
Copy of ID / Passport / Drivers License
Copy of utility bill (showing physical address)
Copy of SARS document (Income tax number)

COMPANY

* Completed client particulars schedule and mandate. Click here
* Copy of Certificate of Incorporation (CM1)
* Bank details of company
* Copy of utility bill of company
(Notice of Registered Office & Postal address (CM22)
* Business name if different from registered name
* Head office address
* Copy of SARS (Income tax) of company
* Resolution on company letterhead signed by ALL directors nominating one authorized person to give instructions
* Copy of ID / Passport / Drivers license of authorized person and / or CEO
* Copy of utility bill of the authorized person and CEO (showing physical address)
* Copy of utility bill and ID of each person or corporation with shareholding of 25% or more in the company

TRUST

Completed client particulars schedule and mandate. Click here
Copy of Trust deed and Founding document
Copy of authorization by the master of the High Court
Bank details of the trust
Copy of utility bill of the trust (showing physical address)
Copy of SARS document (Income tax / VAT) of trust
Resolution signed by ALL Trustees nominating one authorized person to give instructions
Copy of ID / Passport / Drivers license of the authorized person and each trustee, beneficiary and founder
Copy of utility bill of the authorized person and each trustee, beneficiary and founder

ESTATE LATE

Completed client particulars schedule and mandate. Click here
Certified letter of Executorship
Certified copy of death certificate / ID
Copy of ID / Passport / Drivers license of executor
Bank details of estate
Signed mandate for share trading account (Eng Download/ Afr Download)
Copy of utility bill of executor (showing physical address)
Resolution (if more than one executor)
Copy of SARS document of deceased

NON-RESIDENTIAL INDIVIDUAL

Completed client particulars schedule and mandate. Click here
Copy of foreign passport
Foreign bank details of individual
Copy of utility bill (showing physical address)
Copy of SARS document, if applicable

NON-RESIDENTIAL COMPANY

Completed client particulars schedule and mandate. Click here
Copy of foreign company documents
Business name if different from registered name
Head office address
Foreign bank details of the company
Copy of foreign utility bill of the company (showing physical address)
Copy of SARS VAT document, if applicable
Resolution signed by ALL directors nominating one authorized person to give instructions
Copy of Passport of authorized person and CEO
Copy of foreign utility bill of the authorized person (showing physical address)
Copy of utility bill and ID of each person or corporation with shareholding of 25% or more in the company

CLOSE CORPORATION

Completed client particulars schedule and mandate. Click here
Copy of Founding Statement & Certificate (CK1)
Business name if different from registered name
Head office address
Bank details of the company
Copy of the utility bill of the company (showing physical address)
Copy of SARS document (Income tax / VAT) of CC
Resolution on the CC letterhead signed by ALL members nominating one authorized person to give instructions
Copy of ID / Passport / Drivers License of authorized person
Copy of utility bill of the authorized person (showing physical address)

CLUB / PARTNERSHIP ACCOUNT

Completed client particulars schedule and mandate. Click here
Copy of ID / Passport / Drivers license of ALL members
Resolution signed by ALL members nominating one person to give instructions. A note to be made of bank details and
possible tax implications for the nominated person
Bank details of nominated person / club / partnership
Copy of utility bill of nominated person (showing physical address)
Copy of SARS document of nominated person

JOINT ACCOUNT

Completed client particulars schedule and mandate. Click here
Copy of ID / Passport / Drivers license of BOTH individuals
Resolution signed by BOTH individuals nominating one person to give instructions
Banking details of joint account or nominated person
Copy of utility bill of nominated person (showing physical address)
Copy of SARS document of nominated person

Please e-mail or fax us the documents so we can start the process of opening an account.

Tel: + 27 11 888 8544

Fax: 086 725 3114

E-mail: admin@xenium.co.za

Please mail the original documentation to:

P O Box 1413

Roosevelt Park

2129

We send you an account number

Once documents have been submitted your account will be opened and your trading account number and banking details will be forwarded to you.

You are now ready to start investing.

EXPLANATION OF MANDATE

In order to be able to trade shares on the JSE a private client will need a Stock Broker. The broker is there to provide information, advice and guidance to clients in this highly specialized industry.

The mandate is a contract between Xenium Financial Managers and you the investing client. This is required in order to hold a trading account and actually invest in financial instruments.

The Mandate states whether a client will give a broker orders to buy/ sell share or he/she will give Xenium full discretion with regards to every aspect of their investment.

Contact us