APPLY ONLINE

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

The application process can be completed in minutes.

Read and complete our mandate and email to natrust@mweb.co.za
Call 0824906054 for any application queries.

How to Open an investment account with us

Download the National Trust Mandate and complete it, email it to us at natrust@mweb.co.za - 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 personal account to the following account with our stockbrokers

FIRST NATIONAL BANK
ONLINE SECURITIES LIMITED
Account Number: 62225356949
Branch Number: 255005
Kindly quote your name or BDA account number as your reference (we will advise you of your BDA account number once your account has been established).

Your deposit will be allocated to your personal new investment account.

How to Transfer your current share portfolio account to us

Print the Transfer of Account letter below, complete it and email 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 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 get to know you better, and to make you feel welcome as a valued client.