Licence and terms.
| Document | |
|---|---|
| General Terms of Business | Download PDF |
| Fee Schedule (Appendix 3) | Download PDF |
| FSP Licence check (FSP No. 52874) | Download PDF |
| Conflict of Interest Management Policy | Download PDF |
| Protection of Personal Information Policy (POPIA) | Download PDF |
| PAIA Manual | Download PDF |
| Change of Name Document (from Eldenweiss Investment, 31 Jan 2024; registration number unchanged) | Download PDF |
Policies and notices.
| Document | |
|---|---|
| Order Execution Policy | Download PDF |
| Risk Disclosure Notice | Download PDF |
| Digital Assets Terms | Download PDF |
| Digital Assets Order Execution Policy | Download PDF |
| US-Domiciled ETF Disclaimer | Download PDF |
| Structured Swap Supplement | Download PDF |
| Account Opening Forms | Open an account |
If a document you need is not listed here, contact clients@tfos.com and we will provide it. Older versions of documents are available on request.