FAQs
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.