Get Intermediary Sub Broker Application Form - Coronation

Filling out the Intermediary Sub Broker Application Form for Coronation is a crucial step for individuals or businesses aiming to become sub brokers. This guide provides a clear, step-by-step approach to assist you in completing the form accurately and efficiently.

Follow the steps to complete the application form online.

1. Press the ‘Get Form’ button to access the application form and open it in your preferred editor.
2. In section A, select the products you are applying for by checking the boxes next to the relevant options, including local unit trust funds, international global opportunities funds, and life and retirement products.
3. Move to section B and enter your corporate information. This includes the registered name of your business, trading name, registration number, income tax number, VAT number, FSP license number, and contact details such as office address, telephone number, cell number, email address, and website address.
4. In section C, provide information regarding each representative and key individual in your entity. List their full names, physical addresses, identity or passport numbers, contact details, dates of birth, and emails. Ensure that you attach copies of the necessary supporting documents.
5. Continue to section D to include the details of additional representatives. Repeat the information requirements for as many representatives as necessary, using an extra page if needed.
6. In section E, choose the applicable local funds by selecting one option for the payment of fees and follow the instructions provided for re-investment.
7. Fill in the local banking details in section F. Enter your bank name, account number, branch name, branch code, type of account, name of account holder, and provide a signature from an authorized person.
8. If applying for offshore banking, complete section G by providing the required bank details such as bank name, bank address, branch/sort code, account details, and signature of an authorized person.
9. In section H, review the declaration and provide your consent by signing and dating the form. Ensure that all required details are correctly filled out.
10. Finally, save your changes and depending on your needs, download, print, or share the application form.

Complete your application form online today and take the next step in becoming a sub broker with Coronation.