The first part of getting started on eftsure is to complete the customer information form with your organisational details.  

Form Sections:

• Entity Information
• Entity Address
• Other Entity Information
• Billing Information
• Entity Representative Information for Payee Verification Emails
• Verification Email Scope
• IT Contact Information
• Other Company Information

Entity Information  

Entity type field options include:

• Close Corporation
• Not For Profit Organisation
• Personal Liability Company
• Private Company
• Public Company
• Sole Proprietor
• Trust

Entity Address 

This is the entities operating address.

Other Entity Information 

Note: Should your entity not have a chief financial officer, please complete with details of person in charge of entity's finances.

Billing Information

This refers to the person eftsure can contact for billing purposes.

Entity Representative Information for Payee Verification Emails

The email verification function in eftsure is an alternative verification process built in the eftsure portal to verify payees with banks that are not part of the eftsure automatic bank verification network.

The contact details completed in this section are included on the verification request emails sent to these payees.

IT Contact Information

This refers to the person eftsure can contact for IT purposes.

Other Information