HOW TO REGISTER ONLINE ARE YOU AN EXISTING ONLINE CLIENT? > IF YOU ARE AN INDIVIDUAL INVESTOR OR FINANCIAL ADVISER You would have received an email from [email protected] advising you of your new username. Note: Currently you will have a different login for each entity number. STEP STEP 1 Go to www.prudential.co.za and click on INVESTOR LOGIN 4 A new screen will appear where you can enter your details Username: as per the email you received your username is your entity number. STEP 2 Note: M&G and PIP clients have Yes, I am an existing online client and click on Username been issued with new entity numbers Login ID number ID Number: as per your ID per your ID Book Email address Email address: the current Yes, I am an existing online transactional client Submit email address that we have on Back our systems for you You will be directed to our online transactions STEP portal. 5 Login Click then Submit OK Your new password has been sent your cellphone OK STEP 3 Click on Generate/Reset Password You will now receive a onetime password (OTP) via sms. Now enter your username and OTP and click Login STEP Username 6 You are taken to a new screen: New Password: This is a password that you create. The Password password may not be longer than 10 characters and must Login Old Password Generate/Reset Password have at least one numeric character in it. You also cannot use any of your previous 5 New Password passswords. This is for security reasons. Confirm New password Change Password Confirm new password: type in your new password again. Congratulations! You have now successfully logged in to Prudential Online! HOW TO REGISTER ONLINE ARE YOU WANTING TO REGISTER TO BECOME AN ONLINE CLIENT > IF YOU ARE AN INDIVIDUAL INVESTOR OR FINANCIAL ADVISER STEP 1 Please click on Register, and then click on the appropriate registration button depending on whether you are an investor and a financial advisor. > ARE YOU AN ASSISTANT TO A FINANCIAL ADVISOR STEP Please click on Register and then Advisor Registration 1 No, I would like to register to transact online Adviser Registration No, I would like to register to transact online Please complete this quick and easy registration Please complete this quick and easy registration form. form. Investor Registration Adviser Registration Investor Registration Adviser Registration OR STEP 2 STEP You will be taken to a form: - Investor On-line Registration - Financial Adviser On-line Registration. You will be taken to a form Financial Adviser On-line Registration. Please get the financial adviser to complete the form in order to give you permission to have your own login on his/her book. 2 FINANCIAL ADVISER ON-LINE REGISTRATION FORM Prudential Portfolio Managers (South Africa) (Pty) Ltd Registration Number: 2008/013338/06 Licensed as a Discretionary Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 2002 FINANCIAL ADVISER ON-LINE REGISTRATION FORM OUR CONTACT DETAILS Tel: 0860 105 775/+27 21 670 5101 Fax: +27 11 263 6143 Email: [email protected] Web: www.prudential.co.za Postal address: PO Box 23167 Claremont 7735 Physical address: 7th Floor, Protea Place 40 Dreyer Street Claremont Prudential Portfolio Managers (South Africa) (Pty) Ltd Registration Number: 2008/013338/06 Licensed as a Discretionary Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 2002 OR DETAILS OUR CONTACT DETAILS Tel: 0860 105 775/+27 21 670 5101 Fax: +27 11 263 6143 Email: [email protected] Web: www.prudential.co.za For broker house Existing broker house number from Prudential INVESTOR ON-LINE REGISTRATION FORM Broker house name Prudential Portfolio Managers (South Africa) (Pty) Ltd Registration Number: 2008/013338/06 Licensed as a Discretionary Financial Services Provider in terms of the Financial Advisory and Intermediary Services Act, 2002 For broker house Existing broker house number from Prudential For financial adviser Tel: 0860 105 775/+27 21 670 5101 Fax: Title +27 11 263 6143 Surname Email: [email protected] Web: www.prudential.co.za First names Postal address: PO Box 23167 Claremont 7735 STEP Title For assistant 3 First names Title ID or passport number First names Email ID or passport number Cell number Email For entities Cell legal number Entity name Please complete the form in order for us to activate Surname Surname on-line account. your Please send the signed form to: Email: [email protected] Fax: (011) 263 6143 SECURE ON-LINE TRANSACTIONAL ACCESS (FOR FINANCIAL ADVISER) Registration number Do you require on-line transactability access to your clients’ investments? (where you have a mandate to transact) Yes Contact person for this investment On acceptance of your form, you will be granted access to on-line transactability services subject to the terms on this form. Title Surname 3 Registration number DETAILS STEP Please complete the form in order for us to activate your on-line account. For financial adviser Please send the signed form to: Exisiting financial adviser number from Prudential Title Surname Email: [email protected] First names Fax: (011) 263 6143 ID or passport number Broker house name Physical address: 7th Floor, Protea Place 40 Dreyer Street Claremont ID or passport number Email Existing Investor number Cell number For individuals Email Cell number For assistant Title Surname First names ID or passport number Email No Cell number DECLARATION First names You confirm that: IDYou or passport number • accept the latest web terms and conditions relating to your clients’ investments (available on our website: www.prudential.co.za). SECURE ON-LINE TRANSACTIONAL ACCESS (FOR FINANCIAL ADVISER) Do you require on-line transactability access to your clients’ investments? (where you have a mandate to transact) Yes No On acceptance of your form, you will be granted access to on-line transactability services subject to the terms on this form. • The information in this form is true and correct. Email • Where this form is signed in a representative capacity, you have the necessary authority to do so, and this transaction is within your power. Cell number DECLARATION SECURE ON-LINE ACCESS You confirm that: Full name of financial adviser Do you require on-line transactability access to your investment? Physical address: 7th Floor, Protea Place 40 Dreyer Street Claremont DETAILS Registration number OUR CONTACT Exisiting financialDETAILS adviser number from Prudential Postal address: PO Box 23167 Claremont 7735 Full name of assistant to financial adviser Yes No • You accept the latest web terms and conditions relating to your clients’ investments (available on our website: www.prudential.co.za). • The information in this form is true and correct. On acceptance of your form, you will be granted access to on-line transactability Capacity services subject to the terms on this form. Capacity • Where this form is signed in a representative capacity, you have the necessary authority to do so, and this transaction is within your power. DECLARATION You confirm Signature of that: financial adviser Signature of assistant to financial adviser (where applicable) • You accept the latest web terms and conditions relating to your investment (available on our website: www.prudential.co.za). DD MM YYYY DD MM YYYY • You are not relying on any communication from Prudential as investment advice or as a recommendation to choose the investment. Date Date • The information in this form is true and correct. • Where this form is signed in a representative capacity, you have the necessary authority to do so, and this transaction is within your power. • Information relating to your account may be released to the financial adviser indicated in this form. V1.0 | October 2013 Full name of investor or person authorised to sign on behalf of the investor Page 1 of 1 Full name of financial adviser Full name of assistant to financial adviser Capacity Capacity Signature of financial adviser DD MM Date YYYY Signature of assistant to financial adviser (where applicable) DD MM Date YYYY
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