How can I open a stockbroking account with Dynamic Portfolio
To open an account, you will need to submit a completed account opening form, a completed brokerage agreement and all required supporting documents to our offices. Your account should be up and running within 24 hours of submitting all items. A relationship manager will contact you should you require additional support in completing the account opening process.
Can I access my stockbroking account online
Yes, we have an interactive online portal that allows you to take full control of the management of your brokerage account. Through our online portal, you can view your account balance, see details of transactions on your account, place new orders, and analyse the performance of your portfolio from any location at any time.
How can I fund my account
You can deposit funds either via
bank draft/cheque or bank transfer. The value date for cheques or bank drafts
will be 2 days from date of deposit, while value date for transfers will be on
the date we receive the funds in our account.
If you are a foreign client transferring foreign currencies to our bank
account, we will give you value at the prevailing conversion rate advised by
the bank at that point in time and request for, on your behalf, a Certificate
of Capital Importation (CCI) from the bank.
How can I transfer my
existing stockbroking account to Dynamic Portfolio
If you want to transfer your existing account to us, you will first be required to open a stockbroking account with us, then submit a completed inter–member transfer form and CSCS current stock position to our offices
How can I get my dividends and bonuses
We can open an e–credit account on
your behalf where your dividends can be paid into electronically by the
registrars.
We can also open an e–bonus account for you with the Central Securities
Clearing System (CSCS), where your bonus shares can be electronically credited.