Private Clients
To conduct investing activities with SA Bullion Investor Services follow the steps below:
- Download the relevant form. Alternatively phone, fax or email us to
obtain a copy.
- 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.
- If relevant, transfer your funds to our clearing account either by means
of electronic transfer or direct bank deposit (bank details on Investment
Form).
- We will phone you or send email to confirm receipt of documentation and
funds if relevant.
- Await documentation from us. This documentation will be emailed, faxed or posted as required; within 2 business days.
| To... |
|
| 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 |

