South Africa switchboard tel: +27 (0) 21 201 1070
For your reference, see below various Capital International teams, including their areas of focus and contact email addresses.
Business Development & Relationship Management
Team members: René, Lilly, Stacy, Ashley & Wendy
Email: sarelationshipmanagement@capital-sa.com
Email: sabusinessdevelopment@capital-sa.com
- New business enquiries, products and service information
- CIG product offering enquiries e.g. Kinesis, Prism
- Relationship Management with introducers
- Engaging with our business partners/B2B
- Tariff Sheet related queries
- IFA queries
- Pre-opening account queries
- Training/refresher training for introducers
- Terms of Business training/assistance to introducers
- Onboarding process & Portal training
- Initial training on account opening & account documentation requirements for new introducers.
Onboarding
Email: applications@capital-iom.com
- Reviewing of client application documentation
- New account applications and feedback on pending accounts in process
- Issuing of welcome letters
Client Service
Email: clientsupport@capital-sa.com
- All client account queries and updates, post onboarding i.e. change of advisor, change of address, add/removal of account holders, etc.
- Commission and advisory fee queries
- General Enquiries including payments, commission online access & fee enquiries
- New monies, top-up payments and withdrawal requests
Dealing
- Dealing can be instructed online via our website portal to avoid paper dealing instructions
Email: dealinggroup@capital-iom.com
Asset / Stock Transfer
- All queries relating to stock transfers to be sent via email
Email: stocktransfers@capital-iom.com
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