To transfer your JSE-based share portfolio to Sharenet Securities just follow the easy steps below:
- Open a live account with Sharenet Securities HERE
- Fill out the online form and select the type of account and amount you wish to invest.
- 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.
- 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.
- We’ll contact you to let you know everything is set up and ready to go!