Client Onboarding Portal

Entity Type

Your Details

Review & Send

Select Entity Type

Choose the category that best describes you or your organisation

👤 Natural Person Natural person buying, selling, or renting property

🏢 Company Registered business entity (Pty Ltd, Ltd, CC)

⚖️ Trust Inter vivos or testamentary trust registered with SARS

Select your entity type above. The required documents and form fields will be tailored accordingly to meet FICA and compliance requirements.

Complete Your Details

All fields marked with * are required

👥 How many clients are completing this form?

Company Information

Registered Company Name *

Required

Registration Number *

Required

VAT Number

Income Tax Reference No. *

Required

Nature of Business *

Required

Registered Address *

Required

👤 How many directors are there?

Documents to Attach

Please have the following documents ready to attach when you email your submission:

Trust Information

Registered Trust Name *

Required

Trust Number (IT) *

Required

Date of Registration *

Required

Registered Address *

Required

⚖️ How many trustees are there?

Documents to Attach

Please have the following documents ready to attach when you email your submission:

Submission Received