PropWorx Investments: Create New investment on file

Note: Creating a new investment will trigger an instruction for creation. Please allow two business days for the investment account to be created.

Step 1: Go to Accounting, then Investments Accounts.

Step 2: Look for the relevant deposit.

Step 3: Click on the Create Investment Account

Step 4: Choose Tenant or Owner 

Step 4: Pop-up will appear with the various tenants or owners. Select the relevant tenant or owner from the list. 

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Step 5: Load any missing mandatory details required

Natural Person

1. Title
2. First name and surname 
3. ID type
4. ID number or passport number (if passport: nationality, country of birth, and citizenship)
5. Gender
6. Date of birth
7. Cellphone number
8. Email address
9. Physical address (street number, suburb, city, province, country, and postal code)
10. Enable Client is Verified (FICA)
    
11. Tax Information - Tax number (if available) if not available select Reason for not Providing Tax Number: Resident no TIN present

Company

1. Entity Types
2. Company Name & Trading Name
3. Company Registration number
4. Date of established
   
5. Established In and Registration In
6. Cellphone number
7. Email address
8. Physical address (street number, suburb, city, province, country, and postal code)
9. Enable Client is Verified (FICA)
   
10. Tax Information - Tax number (if available) if not available select Reason for not Providing Tax Number: Resident no TIN present

Step 6: An investment creation instruction will be created and linked to the file. Note: The unique reference for the investment will be a PW number.

Step 7: Once the investment is created on the bank, the row will change rom white to green and will have an account number linked to it. 

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