Sample mandates

Have a look at all our mandates. Don’t worry – you don’t have to complete and print these. Simply fill out your details here and we will prepare all the paperwork for you, and set up a meeting with ourselves.

Courtney mandates

  1. All-in-one SLA & IMA
  2. Investment risk profile
  3. Client info – blank | sample | offline
  4. Safex – Product Mandate – SAFEX (EDM) v2014
  5. Yieldx – IRC Client Agreement (YieldX) v2014

Stockbroking mandates

  1. IMA – investment management agreement
  2. SLA – service level agreement
  3. FAIS disclosure
  4. Fees disclosure
  5. Offshore pricing schedule
  6. POA – power of attorney
  7. SPOA – Peregrine
  8. Transfer letter – peregrine
  9. Investor elections

Additional product mandates


Nedbank mandates

  1. CFD Application form
  2. CFD Terms & Conditions
  3. Derivative Short Sale Agreement
  4. Fax Indemnity
  5. Schedule for Individuals
  6. Controlled Client Mandate
  7. Order Routing Agreement
  8. UserDeclaration_20130506
  9. Co-Habitants Declaration individual
  10. Shared Business co-hab corporates

Model B

  1. Contents – welcome
  2. IMA – investment management
  3. SLA – service level agreement
  4. FAIS and fees – disclosure
  5. Schedule – client details sample
  6. POA – power of attorney
  7. CFD – terms and conditions


Peregrine mandates

  1. Dealing – AMS Dealing Mandate Controlled v2014 Intro Courtney
  2. Election – Client election form v2014
  3. Annexure – Product Annexure (ISDA for Equity Swaps) V1.0.1
  4. Fees – OTC Derivative Fee Disclosure with Client Courtney


Satrix mandates

Tax free savings account


Saxo local accounts – SCMSA

Saxo offshore accounts – SCML

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