30 Year Heritage Intellidex Awards

Transferring Your Portfolio to Sharenet Securities

Step 1

Open a live account with Sharenet Securities HERE

Fill out the online form and select the type of product and amount you wish to invest.

Step 2

You'll receive an email detailing the documents you need to send us.

Please send these to us by courier, registered mail or via physical delivery to our offices.

Please indicate on a separate note that your account is a portfolio transfer account.

Step 3

Once we've processed the relevant documentation we'll contact you to let you know everything is in order and then ask you to to complete the simple one-page portfolio transfer instruction (see below).

You'll then need to scan and email this to your current broker, or we can do it for you.

Step 4

We'll contact you to let you know everything is set up and ready to go!

Dealing Desk

Our experienced team will look after your trading needs

Stephan Maritz

Stephan Maritz

Head of Trading and Portfolio Analyst

Stephan Maritz

Stephan heads up Sharenet's trading desk and is a full-time trader and portfolio analyst. Stephan developed his passion for the markets while working in the Stockbroking division of Standard Bank and is especially passionate about trading (Equities and CFDs). Stephan studied at the University of Stellenbosch and completed a BComm Honours (Business Management) with a focus in Portfolio Management and Bonds. He has also passed the JSE Equity Trader's Exam, RE5 and RE1 Exams as well as the Registered Persons Exams (RPEs) in order to give advice on equities.

Caelim Hannibal

Caelim Hannibal

Securities Trader and Support

Caelim Hannibal

Caelim graduated from the Cape Peninsula University of Technology with a NHD: Information Technology in 2002. Armed with an interest in financial markets, coupled with a strong IT background, Caelim embarked in a career at Sharenet in supporting the company's infrastructure. His passion for trading and anything investment related saw him giving primary support to our Stockbroking partners. In 2016, he moved to the Sharenet Securities trading desk assisting Sharenet Securities clients with trade execution and platform support.

Hear what our clients have to say

Always willing and obliging to help whatever the request is.

Platform is extremely reliable and support staff always willing to assist whatever my query might be. Powerstocks research is an invaluable trading and investment tool that I cannot live without!

Extremely satisfied with all levels of services received from Sharenet Securities. After attending the seminars there was only going to be one choice and that was Sharenet.