Private Clients

To conduct investing activities with SA Bullion Investor Services follow the steps below:

  1. Download the relevant form. Alternatively phone, fax or email us to obtain a copy.
     
  2. Complete the form and submit it to us with the required FICA documentation if relevant. Submission may be by fax or email so as to accelerate the investment process but the signed originals are required to be sent to us. Documentation may be sent in to us ahead of funds, where this needs to occur.
     
  3. If relevant, transfer your funds to our clearing account either by means of electronic transfer or direct bank deposit (bank details on Investment Form).
     
  4. We will phone you or send email to confirm receipt of documentation and funds if relevant.
     
  5. Await documentation from us. This documentation will be emailed, faxed or posted as required; within 2 business days.
To... Download...
Make a first time investment Application Form
Make a top-up investment Additional Investment Form
Change your existing details with us Change of Information Form
Redeem (cash-in) all or part of your investment Redemption Form
Get an overview and read a case study Case study