Onboarding

Get started with SimplB.

The form below goes directly to our team at CAEP Asset Managers for account verification and creation. Once submitted, we will reach out with a welcome call. If you would prefer to schedule a time now, book a Discovery Call straight away.

What Happens Next

Three steps from here to set up

01

You complete the form.

Basic details, your Bitcoin goals and your current situation. No commitment required at this stage.

02

Our team reviews and creates your account.

Your submission goes to CAEP Asset Managers for verification and account setup. We reach out with a welcome call, or you can book a Discovery Call in the meantime.

03

The welcome call.

We walk through your goals, explain the right setup for your situation and outline the next steps to get your Bitcoin properly structured.

Start your onboarding.

The form takes about 10 minutes. All information is treated as confidential and submitted directly to CAEP Asset Managers for the purpose of setting up your regulated Bitcoin account.

What You Will Need

What you will need

  • Your ID or passport
  • Proof of address (not older than 3 months)
  • Your SARS tax number
  • An idea of how much Bitcoin you are planning to buy or the custody service you are interested in

SimplB’s onboarding is FICA-compliant and processed through CAEP Asset Managers, the FSP licence holder under which SimplB operates as a Juristic Representative. South African law requires identity verification and source-of-funds documentation before any Bitcoin purchase. This is not optional and protects you and your account from regulatory exposure.

The verification team at CAEP handles the compliance process and will guide you through any requirements specific to your situation. Most clients complete FICA documentation within a few days of submitting the form.

Onboarding is confidential. Your information is not shared with third parties outside of FICA and regulatory obligations, and is used only for the purpose of providing SimplB’s regulated Bitcoin services.