The following forms are available to download and print in either html format or word format where you can fill in the details online and then print the form and fax it back.
Click on the links below to download forms:
Magwitch Disclosure Document
Magwitch provides a standard disclosure to all clients in terms of the Financial Advisory and Intermediaries Act (FAIS).
Client consent form
This form does not appoint Magwitch Securities as the broker. This form allows Magwitch to obtain details of the clients existing assurance.
Client Information form
This form provides information that enables Magwitch to produce quotations on various products.
Offshore ETF investments forms
These forms need to be completed in order to appoint Magwitch as the Discretionary Investment Manager on your offshore investments.
- Full Investment Mandate with supplementary pages
- Investment Mandate
- Investor Information Schedule
- Advisor Information Schedule
- Execution Instruction Form
Risk Profile form
This form needs to be completed in order for Magwitch to select products that are appropriate and best suited to a clients risk profile.
Conflict of Interest Policy