iManaged Registration process

Tel no for all admin queries: 021 950 2091

Download and print the Discretionary Mandate

Download

Download and print the Dividend Withholding Tax document

Download

Download and print the FATCA declaration

Download

Download and print the Client Assessment Schedule

Download

Complete all the fields, initial each page and sign where required.

We also need the following FICA documents, either original or certified copy only (existing SPW or iTrade clients who already did FICA with us, need not do this):

6.1. A clear certified copy of the client’s ID document;
6.2. Verification of residential address, i.e. a copy of a rates account or similar utility bill which reflects the client’s residential address and which is not more than three months old;
6.3. Verification of the client’s banking details, i.e. a cancelled cheque or similar. If a copy bank statement is provided, this must not be more than three months old and reflect the client’s name, account number and Bank;
6.4. Verification of the client’s income tax registration number, i.e. a document issued by SARS bearing the client’s name and the relevant number.

By law we are strictly required to receive all the documents before we can complete your registration. Please post the original, signed Discretionary Mandate, Dividend Withholding Tax document, FATCA declaration, Client Assessment Schedule and the required FICA documents to:

Sanlam iTrade Admin
Sanlam Private Wealth
Private Bag X8
Tygervalley
7536

Thank you for your registration. After we received your Mandate and FICA documents by post, we will complete setting up your account and send you a welcome letter via email. This will also contain details on how to transfer funds into your account to start your portfolio. You must enter your new BDA Account number in the reference field for all deposits.