Open an Account

Account Opening Forms & Requirements

Select the mandate form that applies to you, complete it, and return it together with the KYC documents and CSD account forms listed below.

Step 1

Account Mandate Forms

01

Individual Account Mandate

For private / individual investors

Complete this form to open a personal trading account with Invictus Securities. Includes client details, bank account information and the standard terms and conditions.

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02

Corporate Account Mandate

For companies, trusts and pension funds

Complete this form to open a trading account on behalf of a corporate, trust or pension fund. Includes company details, authorised signatories and source-of-funds declaration.

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03

KYC Requirements

Supporting documents checklist

The supporting documents required alongside your completed mandate form — separate checklists for individuals and for corporates.

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Step 2

CSD Securities Account Forms

In addition to your Invictus Securities mandate, a Securities Account must be opened with the Central Securities Depository (Chengetedzai Depository Company) and, where relevant, with the exchange itself. Complete the form(s) that apply to your account type and the exchange(s) you intend to trade on.

04

CSD 1a — Individuals

Chengetedzai Depository Company

Securities Account Opening/Update Form for individual and joint applicants.

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05

CSD 1b — Corporates

Chengetedzai Depository Company

Securities Account Opening/Update Form for companies, organisations and institutions.

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06

ZSE Securities Account Form

Zimbabwe Stock Exchange

Securities Account Opening Form (CSD 1) for trading on the Zimbabwe Stock Exchange.

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07

VFEX Securities Account Form

Victoria Falls Stock Exchange

Securities Account Registration (CSD 1) Form for trading on the Victoria Falls Stock Exchange.

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How to submit

Carefully complete the mandate form that applies to you and sign it, then return it together with the KYC documents and the relevant CSD securities account form(s) to Invictus Securities — by email to trading@invictus-securities.com or in person at 37 Victoria Drive, Newlands, Harare. All fields on every form are mandatory and must be completed truthfully before an account can be opened.