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Downloadable Forms
Margin Agreement
Margin Account Information
This booklet will give you a brief overview of a margin account.
 Download Here
Margin Account Application Form
These forms are required in order to be granted a margin facility on your account. A margin facility is granted
to an account subject to management approval and is based on the weightings of the shares in your portfolio.
Should you wish to apply for this facility, please complete these forms and send it back to your portfolio manager.
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Investment Assessment
All clients are requested to complete an investment assessment form as part of their mandate. This forms part of
their risk profiling. Should you have not completed one, or should your needs have changed please complete a form
and send back to us.
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Securities Transfer Form (Dematerialising of shares)
Should you wish to dematerialise your paper share certificates you will need to download and print out this Securities Transfer Form. This form needs to be returned to Investec Private Client Securities together with the paper certificates.
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Single Stock Futures
This booklet gives you information on Single Stock Futures and details the process Investec Securities Online uses to trade Single Stock Futures online.
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Corporate Actions Schedule
All clients has to sign corporate action schedule form as part of their registration process.
Should you have not completed one, or should your needs have changed please complete a form
and send back to us.
Download Here
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