Registration - Sanlam iTrade Online Share Trading
                                                                                        




Documents Required:
  1. Register online by selecting registration and user type.
  2. Non-Descretionary Mandate for Online Trading – Must print, sign and mail or courier original, not email.
  3. Sanlam Private Wealth Terms & Conditions – Must accept in the Mandate above, need not sign and send.
  4. List of required FICA documents - must send originals or original Certified Copies, not email.
  5. Dividend Tax Declaration - Must print, sign and mail or courier original.
  6. Foreign Account Taxation Compliance Act (FATCA) Declaration - Must print, sign and mail or courier original.
Back

  Registration


Select Registration Type
Select only a Local type OR only an Offshore type OR select one type in both for trading JSE and Offshore, local & offshore costs will then apply.
Local JSE and CFD's:



Offshore (Min R100,000):


Select User Type






 
Registration in 5 easy steps:
  1. General information
  2. Banking details
  3. Referral info
  4. Confirmation page
  5. Mandate printing and Fica instructions
A. JSE Trading Options

1. iView
iView clients cannot trade real shares on the JSE, but will be able to do demo trades on our Virtual Trade Simulator (VTS) and will get limited access to some of the information and features on our website. First month is free and then R200 per year, VAT included. Please note this amount is payable up front for the year via EFT before the first month expires. Existing iTrade and SPW clients can register for iView completely free of charge. Registration is quick & immediate. Return to this page to register for other options.

2. iTrade Standard
iTrade Standard clients have full trading capability on the JSE (shares, warrants, instalments) and access to all website features, tools and information with live prices on the Buy/Sell pages only, limited to 150 free prices p m. Watchlist and portfolio pages only 15 minutes delayed. Monthly cost R50 plus VAT.

3. iTradePro
iTradePro clients receive everything iTrade clients get, plus unlimited live prices including on Watchlists and Portfolio shares. Monthly cost R130 plus VAT.

B. Global Trading Options

4. Offshore Own Foreign Allowance
For clients using their own foreign allowance of R1m in travel allowance (no SARB approval needed) or R10m per year with SARB approval. Cost is 0.25% per year, levied monthly in arrears on the value of the offshore portfolio. Includes Safe Custody fees. The Safe Custody fee includes settlement, corporate actions, clearing fees and custody charges as well as free live prices for most of Europe.

5. Offshore Sanlam Asset Swap.
Clients who wish to make use of the asset swap capability of Sanlam deposit Rands in their accounts and Sanlam will convert it to foreign currency. Especially useful for Trusts and Companies. Cost is 0.5% per year, levied monthly in arrears on the value of the offshore portfolio. Includes Safe Custody fees. The Safe Custody fee includes settlement, corporate actions, clearing fees and custody charges as well as free live prices for most of Europe.