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Share Trading Accounts

HOW TO OPEN A TRADING ACCOUNT

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

Click here for our Mandate

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.