Sign Up – Shiftly

Sign up with Shiftly

Please complete the form below carefully, ensure you provide the correct information and documents to avoid your application being delayed.

PERSONAL INFORMATION

Title

Initials

First Name(s)

Surname

Preferred Name

Gender

Date of Birth

Country of Birth

Nationality

ID Number

Tax Number

CONTACT DETAILS

Email

Cellphone Number

Physical Address

EMPLOYER INFORMATION

Employer Name

Employer Industry

Occupation

Designation

FUNDING ACCOUNT

Please provide your bank details of the account from which you’ll be funding your trading account. Your funds will be returned to this account after each trade. Note that we’ll assign the branch code automatically.

Bank Name

Account Number

Account Type

Trade Size

Anticipated Volume

Please return my funds to the FX bank account (that will be opened for me) after each trade instead of the funding account above.

IDENTITY DOCUMENT

We require a high-resolution colour photo (JPG format) of your ID document. Ensure that the entire document is visible (i.e no corners are cut off). Please select the identity document you'll be uploading:

SELFIE WITH ID

We require a high-resolution colour photo (JPG format) of yourself holding the ID document you provided above. Ensure that your face is visible and that the text on the ID is legible. A tip is to hold the ID below your chin, or in line with your face, and ask someone else to take the photo of you.

PROOF OF ADDRESS

We require a document (PDF format) confirming your physical address you provided above. Ensure that the document contains your name and is within its validity period. Please select the proof of address you'll be uploading:

SOURCE OF FUNDS

We require source of funds documents (PDF format) demonstrating that you have sufficient trading capital available in your cheque account (equal to your trade size above):

Cheque account

Investments

Private company dividend

Retirement annuity

Savings

Spousal donation

NCR loan (e.g. Credit Card/Home Loan/Overdraft)

Trust distribution

Inheritance

Sale of asset

Loan repayment

Sole proprietor

Insurance payout

REFERRAL

Referred By

TERMS & CONDITIONS

Terms & Conditions

I acknowledge that I have read and accept the Terms and Conditions

Sign up with Shiftly

PERSONAL INFORMATION

CONTACT DETAILS

EMPLOYER INFORMATION

FUNDING ACCOUNT

IDENTITY DOCUMENT

SELFIE WITH ID

PROOF OF ADDRESS

SOURCE OF FUNDS

REFERRAL

TERMS & CONDITIONS

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©2021 Shiftly (Pty) Ltd

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