Licence and terms.
| Document | Version | Published | Last updated | |
|---|---|---|---|---|
| General Terms of Business | — | — | — | Download PDF |
| Fee Schedule (Appendix 3) | Effective 2 Sep 2026 | 2 Sep 2026 | 2 Sep 2026 | Download PDF |
| FSP Licence check (FSP No. 52874) | — | — | — | Download PDF |
| Conflict of Interest Management Policy | Updated 10 Feb 2026 | — | 10 Feb 2026 | Download PDF |
| Protection of Personal Information Policy (POPIA) | Updated 10 Feb 2026 | — | 10 Feb 2026 | Download PDF |
| PAIA Manual | Updated 10 Feb 2026 | — | 10 Feb 2026 | Download PDF |
| Change of Name Document | Effective 31 Jan 2024 | 31 Jan 2024 | — | Download PDF |
Policies and notices.
| Document | Version | Published | Last updated | |
|---|---|---|---|---|
| Order Execution Policy | Updated 7 Aug 2026 | — | 7 Aug 2026 | Download PDF |
| Risk Disclosure Notice | Updated 10 Aug 2026 | — | 10 Aug 2026 | Download PDF |
| Digital Assets Terms | — | — | — | Download PDF |
| Digital Assets Order Execution Policy | Effective 17 Oct 2025 | 17 Oct 2025 | — | Download PDF |
| US-Domiciled ETF Disclaimer | 20 Jul 2026 | 20 Jul 2026 | — | Download PDF |
| Structured Swap Supplement | 20 Feb 2024 | 20 Feb 2024 | — | Download PDF |
| Account Opening Forms | — | — | — | Available on platform |
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.