Form 7 (Renewal Dealer Investment Rep)

APPLICATION FOR RENEWAL OF REPRESENTATIVE’S LICENCE Application is hereby made for the renewal of: A dealer’s representative’s/an investment representative’s* licence and the following statements are made in respect of the application.

Form 6 (Representative Licence)

APPLICATION FOR REPRESENTATIVE’S LICENCE Application is hereby made for: A dealer’s representative’s/an investment representative’s* licence and the following statements are made in respect of the application.

Form 5 (Dealer Investment Adviser Renewal)

APPLICATION FOR RENEWAL OF DEALER’S LICENCE OR INVESTMENT ADVISER’S LICENCE Application is hereby made for the renewal of a Dealer’s/an Investment Adviser’s* licence and the following statements are made in respect of the applicant: 1. (a) Applicant’s name: (b) Expiry date of licence: (c) Licence No.: 2. Where the applicant is a company to complete […]

Form 4 (Investment Licence)

APPLICATION BY A COMPANY FOR INVESTMENT ADVISER’S LICENCE Application is hereby made for an Investment Adviser’s licence under the Act and the following statements are made in respect thereof Notes: (1) If space is insufficient to provide details, where necessary, please attach annexure(s). Any such annexure should be identified as such and signed by the […]

Form 3 (Individual Investment Licence)

APPLICATION BY AN INDIVIDUAL FOR INVESTMENT ADVISER’S LICENCE Application is hereby made for an investment adviser’s licence under the Act and the following statements are made in respect thereof: Note: (1) If space is insufficient to provide details, please attach annexure(s). Any such annexure should be identified as such and signed by the signatory to […]

Form 2 (Dealer Application Form)

APPLICATION BY COMPANY FOR DEALER’S LICENCE Application is hereby made for a Dealer’s Licence under the Act and the following statements are made in respect thereof: Notes: (1) If space is insufficient to provide details, please attach annexure(s). Any such annexure should be identified as such and signed by the signatory to this application. (2) […]

Form 1 Securities Exchange Licence

APPLICATION BY COMPANY TO BE LICENSED AS A SECURITIES EXCHANGE Application is hereby made to be licensed as a securities exchange under the Act and the following statements are made in respect thereof: Note: This application must be accompanied by- (a) the last audited balance sheet and profit and loss account certified as required by […]

Draft Key Fact Statements (KFS) Rules

IN EXERCISE of the powers contained in Section 128 and 220 of the Securities Act 2016, the following Rules are made: These Rules can be cited as the Securities (Collective Investment Scheme) (Key Facts Statement) Rules 2018. These Rules shall apply to all Collective Investment Schemes as defined in the Act. In the rules, unless […]