• Asset Managers
  • Portfolio Managers
  • Wealth management companies
  • Individual and Corporate Investment Advisers
  • Stockbrokers
  • Fund Managers
  • Stockbroking
  • Issuing House
  • Financial and Investment Advisory
  • Asset Management
  • Share Registration
  • Trust Services
  • A desktop computer or Laptop or tablet or smartphone
  • Internet Service
  • Log onto www.meriboss.com
Standard KYC documents; utility bill for the last 3 months, valid means of identification (international passport, driver’s license, national ID card) and 2 passport photographs.
  • Have Login Details to use Meritrade
  • Receive Contract Note via SMS and email
  • Receive Order Notification via SMS and email
  • Get Weekly Portfolio Valuation
  • Have access to Meristem Research  Reports and Market Updates
Monthly, within 72 hours of receiving monthly advice.
Meriboss Agent shall designate a representative and an alternate who shall be responsible for communicating clients’ Instruction mandates to Meristem. The Instruction Mandate shall clearly state the Trade to be executed by Meristem, price specifications (where applicable) in respect thereof and shall be duly signed by the client/ Meriboss Agent’s authorized signatory (ies). Meristem shall designate a representative and an alternate who shall be responsible for receiving Instruction Mandates
Where the Trade is for the sale of securities on behalf of Meriboss Agent’s clients, Meristem shall, on the third day following the Trade, issue a cheque in the name of the client for the net proceeds of the sale of the securities on the Instruction Mandate or make a transfer to the clients account or the client’s brokerage account as directed by Meriboss Agent’s authorized representative.
  • Stockbroking
  • Issuing House
  • Financial and Investment Advisory
  • Asset Management
  • Share Registration
  • Trust Services
  • You can be your own boss
  • Diversify your income base
  • Convenience
  • Access to all capital market licenses
  • Frees you from the drudgery of paperwork
  • Enables you to focus on exclusively on investment advisory
  • Access to world class research
  • Remote access
  • Efficient payment platform
  • Robust platform which can be used for a wide variety of applications
  • Save money on overheads
  • Firstly, you must be registered by the Securities and Exchange Commission as a capital market operator.
  • Sign a Service Level Agreement with Meristem Securities Limited.
  • Open an account
  • Obtain log-in details to the Meriboss platform
  • Open an account for your clients
  • Manage your clients through the portal
You are expected to submit the same set of KYC documents for all your clients
Customer brokerage account will be opened and advised within 24 hours and CSCS account will be opened within 48 hours after the submission of the requisite documents.
Meristem is to incur and pay all statutory charges e.g CSCS fees, NSE Fees, SEC fees, stamp duty and VAT dues payable on Trades executed on the Floor of the NSE. All such fees and charges shall be due and payable at the time the Trade is executed. Details of the above charges will be made available to the meriboss.
All Instruction Mandates are valid for two trading sessions. Any Instruction Mandate that is not successful after the second session will require revalidation of mandate.
No payment will be made to third parties unless where Meriboss Agent expressly instructs Meristem to do so, in writing.