Licence and terms.
| Document | Version | Date | |
|---|---|---|---|
| General Terms of Business | Dated 7 Jul 2026 | 7 Jul 2026 | Download PDF |
| Fee Schedule (Appendix 3) | Effective 2 Sep 2026 | 2 Sep 2026 | Download PDF |
| FSP Licence check (FSP No. 52874) | — | — | Download PDF |
| Conflict of Interest Management Policy | Version 3, Updated 10 Feb 2026 | 10 Feb 2026 | Download PDF |
| Protection of Personal Information Policy (POPIA) | Version 4, Updated 10 Feb 2026 | 10 Feb 2026 | Download PDF |
| PAIA Manual | Version 3, Updated 10 Feb 2026 | 10 Feb 2026 | Download PDF |
| Change of Name Document (from Eldenweiss Investment, 31 Jan 2024; registration number unchanged) | Effective 31 Jan 2024 | 31 Jan 2024 | Download PDF |
Policies and notices.
| Document | Version | Date | |
|---|---|---|---|
| Order Execution Policy | Version 2.0, Updated 7 Aug 2026 | 7 Aug 2026 | Download PDF |
| Risk Disclosure Notice | Version 2, Updated 10 Aug 2026 | 10 Aug 2026 | Download PDF |
| Digital Assets Terms | Dated 14 Jul 2026 | 14 Jul 2026 | Download PDF |
| Digital Assets Order Execution Policy | Version 1.0, Effective 17 Oct 2025 | 17 Oct 2025 | Download PDF |
| US-Domiciled ETF Disclaimer | — | Undated | Download PDF |
| Structured Swap Supplement | Effective 20 Feb 2024 | 20 Feb 2024 | Download PDF |
| Account Opening Forms | — | — | Open an account |
If a document you need is not listed here, contact clients@tfos.com and we will provide it. Older versions of documents are available on request.