Documents

Every document. Dated and versioned.

The papers a regulated financial institution must provide — published openly, each with its publication date and version number, so clients and staff always know they are reading the current terms.

Legal & regulatory

Licence and terms.

Document Version Published Last updated
FSP Licence (FSP No. 52874) v1.0 2022 Download PDF
Terms of Business Download PDF
Fee Schedule — Appendix 3 Effective 18 Mar 2026 18 Mar 2026 18 Mar 2026 Download PDF
Conflict of Interest Management Policy Download PDF
Complaints Management Policy Download PDF
Privacy Policy (POPIA) Download PDF
PAIA Manual Download PDF

Account & trading

Forms and disclosures.

Document Version Published Last updated
Account Opening Forms Available on platform
Risk Disclosure Statement Download PDF
Crypto Asset Risk Disclosure Download PDF
Best Execution Policy Download PDF

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.