Welcome to the Private FX Individual Account Application

To ensure that you have a smooth onboarding experience, kindly have the following digital copies on hand to upload:


For the South African Client

  • Your SA ID Document or SA Smart ID Card (copies of front & back of card)
  • Your Proof of Address, dated within 3 months*
  • A selfie with your ID Document or SA Smart ID Card clearly legible.
    (A tip is to hold the ID below your chin, or in line with your face, and ask someone else to take the photo of you.)


For the Non-Citizen Client
  • Your Passport
  • Your Proof of Address, dated within 3 months*
  • A selfie with your Passport clearly legible.


Nomination of an authorized person

Upon selection of an authorized person for trading on client's behalf, kindly have the following digital copies on hand to upload** 
  • SA ID Document / SA ID Smart Card (front and back)
  • Your Proof of Address, dated within 3 months*
  • A selfie with your ID Document or SA Smart ID Card clearly legible.
    (A tip is to hold the ID below your chin, or in line with your face, and ask someone else to take the photo of you.)

Please note that only a SA citizen may be nominated as an authorised person.


** Examples of nominated authorized persons: Financial Advisor, Spouse, Wealth Manager

*Examples of acceptable proof of address: Stamped Bank Statements, Telephone accounts, Municipal accounts


IMPORTANT NOTICE:

Once you complete this form, you will receive an email from DocuSign. To complete the process, please follow the DocuSign prompts to sign the mandate and power of attorney document.






Personal Details

Date Today
Full Name as Per ID / Passport*
Identification Document*
*Passports are only valid for foreigners that have never had an SA ID number.
Type of ID Document*
Copy ID Book*
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Document Uploaded
Copy ID Card - Front*
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Document Uploaded
Copy ID Card - Back*
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Document Uploaded
Copy of Passport*
No File Chosen
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Document Uploaded
Passport Issue Date*
Passport Expiry Date*
Selfie of you with ID or Passport*
No File Chosen
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Document Uploaded
Date of Birth*
Gender*
Marital Status*
Marital Status Type*
City of Birth*
Country of Birth*
Are You SARS TAX Registered in South Africa?*
Do You Have Any TAX Obligations In Other Countries?*
Country 1*
Country 2
Country 3
Are you a South African citizen?*
Are you a US citizen?*
Are you a US person?*

Contact Details

Full Primary Address*
Upload Proof of Address ( Not Older Than 3 Months )*
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Document Uploaded
Foreign Residential Address*
Is Your Postal Address the same as Your Primary Address? *
Postal Address*

Wealth Details

Work Address*
Monthly Income*
Account Type*
Are You A Politically Influenced Person?*
A PIP is an individual who holds or has ever held one of the following offices or positions: 1. A domestic Prominent Influential Person (DPIP) or Foreign Prominent Public Official (FPPO) 2. Associate of a DPIP or FPIP 3. Family of a DPIP or FPIP
Do You Require A Tax Clearance Certificate for Your Offshore Allowance Above the 1 Million Rand Single Discretionary Allowance?*
If Possible, Can We Apply for a Tax Clearance Certificate on Your Behalf?*
Do You Use Cryptocurrency?*
Would You Like to Authorise a 3rd Party Person to Trade on Your Behalf?**
This includes: Broker, Introducer, Advisor, Spouse

Tax Clearance Certificate

Additional Information for SARS

R
R
Date to be Invested*


To be Invested In (Tick Yes if Applicable):

Property
Cash
Listed Equities
Unit Trust
Other


Source Of Capital To be Invested (Tick Yes if Applicable):

Loan
Donation
Inheritance
Savings
Shares
Sale of Property
Distribution
Other

Tax Clearance Certificate

This Current Year



Assets

Liabilities

R
R
R
R
R
R


Movable Property

R
R
R
R
R
R
R
R


Cash Investments

R
R
R
R
R
R
R
R
R
R

Tax Clearance Certificate

Last Year



Assets

Liabilities

R
R
R
R
R
R


Movable Property

R
R
R
R
R
R
R
R


Cash Investments

R
R
R
R
R
R
R
R
R
R

Tax Clearance Certificate

The Year Before



Assets

Liabilities

R
R
R
R
R
R


Movable Property

R
R
R
R
R
R
R
R


Cash Investments

R
R
R
R
R
R
R
R
R
R

Details of Authorised 3rd Party Personal

Full Name of Authorised Person*
Type of ID Document*
Copy ID Book*
No File Chosen
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Document Uploaded
Copy ID Card - Front*
No File Chosen
File uploads may not work on some mobile devices.
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Document Uploaded
Copy ID Card - Back*
No File Chosen
File uploads may not work on some mobile devices.
Show/Hide Image
Document Uploaded
Selfie of 3rd Party Personal with ID*
No File Chosen
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Document Uploaded
Authorised Person's Address*
Proof of Address*
No File Chosen
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Document Uploaded
Advisor's Address *
Is The Advisor's Postal Address The Same As The Primary Address? *
Advisor's Postal address*

Cryptocurrency

Does the source of funds for the purchase of cryptocurrency emanate from a loan from a SA individual?*
Has this loan been granted by a Treasury Outsourcing Company (“TOC”), or a director or shareholder of the TOC?*
Is there any fee/interest/profit sharing arrangement in terms of the loan?*
In the case of loans, has the lender availed of their SDA?*
In the case of loans, has the lender availed of their FIA?*

Final Details

Do You Require A Monthly Statement?*
How Did You Discover Kuda FX:

KudaFX uses Docusign to receive signatures digitally. This will save time as you do not need to print out forms, sign them by hand and scan them back in again.

DocuSign Logo, history, meaning, symbol, PNG

eSignature Legality Summary

Under South African law, a written signature is not necessarily required for a valid contract - contracts are generally valid if legally competent parties reach an agreement, whether they agree verbally, electronically or in a physical paper document. Section 13(2) of The Electronic Communications and Transactions Act (ECTA) specifically confirms that contracts cannot be denied enforceability merely because they are concluded electronically or through data messages. To prove a valid contract, parties sometimes have to present evidence in court. Leading digital transaction management solutions can provide electronic records that are admissible in evidence under section 15 of ECTA, to support the existence, authenticity and valid acceptance of a contract.

For Additional Information Here

PLEASE NOTE:  You will receive an email from Dealers via Docusign once you click the submit button. Please follow the prompts from Docusign to sign and initial the mandate and power of attorney document in order to complete the process.

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