HOW TO REGISTER ONLINE ARE YOU AN EXISTING ONLINE CLIENT?

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 noreply@myprudential.co.za 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: instructionsa@myprudential.co.za
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: instructionsa@myprudential.co.za
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: instructionsa@myprudential.co.za
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: instructionsa@prudential.co.za
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:
instructionsa@prudential.co.za
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