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The quickest and easiest way to open a National Trust managed account is online.

The application can be completed in just minutes.

Applications can be submitted online, or via FAX.
E-mail your applications to
Faxed applications to 0866164276

How to Open an investment account with us

Download the National Trust Mandate, print and complete it. Fax it to us at 0866164276. We will do the rest.

Download: National Trust Mandate in Adobe PDF format.


How to Transfer funds into your new investment account

Deposit or transfer funds from your account to the following account with our stockbrokers

Account Number: 62225356949
Branch Number: 255005
Kindly quote your name or BDA account number as your reference.

The deposit will be allocated to your investment account.


How to Transfer your current share portfolio account to us

Print Transfer of account letter below, complete it and fax it to your current asset manager or stockbroker, who will then transfer your portfolio to us.

Download: : National Trust Mandate in Adobe PDF format.

Download : Transfer of account letter in MS Word format or in Adobe PDF format


Documents to include with your application

In terms of the new FICA legislation we are required to have on file the following;

A copy of your ID
A copy of your utility bill (water and electricity account or telephone a/c)

We will call you to discuss your needs analysis as well as to make you feel welcome as a valued client.