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. Courtney stockbroking mandates
  2. Client Share Transfer Instr
  3. Client risk profile
  4. Client info blank
  5. CFD terms & conditions
  6. Product Mandate – SAFEX (EDM) v2014
  7. IRC Client Agreement (YieldX) v2014

Nedbank for corporates

  1. Controlled Client Mandate
  2. Corporate Application
  3. Electronic Indemnity
  4. End User Declaration
  5. FICA Checklist
  6. Resolution of the board
  7. Terms and Conditions
  8. JSE Client Agreement

Nedbank for individuals

  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

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

  1. SATRIX_FORM1_NewBusiness
  2. SATRIX_FORM2_Repurchase
  3. SATRIX_FORM3_Switch
  4. SATRIX_FORM4_DebitOrder_Amend
  5. SATRIX_FORM6_CSDPTransfer
  6. SATRIX_FORM7_TransferApplication
  7. SATRIX_FORM8_DividendTax(EX)
  8. SATRIX_FORM9_DividendTax(RR)
  10. SATRIX_Annexure_A
  11. SATRIX_FICA_Checklist

Saxo local accounts – SCMSA

Saxo offshore accounts – SCML

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