Open Account Sanlam iTrade
There are just 4 simple steps:
1. Complete the Application Form
If you were referred by Sanlam iTrade;
Download, print and complete this Client Application Form
Download and read the General Business Terms
Instructions for Payments to Saxo Bank
Additional Business Terms and Policies
- Business Terms for Securities Trading (PDF)
- Business Terms for Custody Management (PDF)
- Business Terms for International Transfer of Funds (PDF)
- Best Execution Policy (PDF)
- Conflict of Interest Policy (PDF)
2. Provide additional documentation
Provide (completed and signed):
ALSO you will have to attach:
Due diligence documents required for private clients:
- A copy of valid ID card (such as passport) containing date and place of birth as well as signature (if place of birth is not stated, a copy of birth certificate/official document showing the tax registration number can be accepted in addition)
- Proof of residency stating the registered address on the Client Application Form (ANY one):
- Valid ID card (such as national ID card or drivers license)
- A bank statement or utility bill issued in the last six months
Due diligence documents required for corporate clients:
- Certificate of Incorporation
- Memorandum and Articles of Association (signed by the subscribers)
- The full line of appointments/resignations of directors or a notarised registry of directors
- The current signatories ID cards
3. Send documents to Bolus & Bolus
For fast processing, send the completed application forms together with the above-mentioned document to Bolus & Bolus by either:
- FAX
- Attached to an email
Please be aware that you MUST still submit the original signed application form within 14 days via standard mail.
