Account Opening Forms

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Structure Investment Plan

• Individual Account
• Corporate Account
• Joint Account
• Investor Profile Questionnaire
• SIP Authorized Signatory

Separately Managed Accounts

• Individual Account
• Corporate Account
• Joint Account
• SMA Authorized Signatory

Securities Trading Account

• Individual Account
• Joint Account
• Corporate Account
• Association Account
• Shadow Account Form
• CardinalStone Securities Share Verification Form

Securities Trading Authorised Signatory Forms
Note: These forms are universal across all account opening packages.
• Brokerage Agreement for Individual Account Holders
• Brokerage Agreement for Corporate Account Holders

Inter-member Transfer

• Template letter requesting a transfer of Stocks
• CSCS Inter-member transfer form

 

Brochures

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CardinalStone Brochures

• Investing with CardinalStone

E-Dividend Forms

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• GTB Registrars
• African Prudential Registrars
• CSL Registrars
• EDC Registrars
• Flourmills Registrars
• Meristem Registrars
• Sterling Registrars
• UAC Registrars
• Unity Registrars
• All Crown Registrars
• Diamond Registrars
• First Registrars
• Union Registrars
• United Securities
• Wema Registrars
• Zenith Registrars

Our offices are open from 08.00 hours to 17.00 hours (GMT+1), Monday to Friday except on Public Holidays.