Equinox.co.za - Unit Trusts Online - articles

By: Equinox  11-11-2011
Keywords: Financial Services, Financial services provider, Unit Trusts

Equinox.co.za is a division of EFS Investment Solutions (Pty) Ltd, authorised as a discretionary and administrative financial services provider by the Financial Services Board of South Africa.(FSP No: 563)

All investments, including unit trusts, carry risk. The value of your investments can go down as well as up. Information and opinion provided on this website is of a general nature. It does not take into account any person's specific circumstances. It is not intended to provide personalised financial advice, and should not be construed as such.

Keywords: Administrative Financial Services, Efs Investment Solutions, Financial Services, Financial Services Board, Financial services provider, Personalised Financial Advice, Unit Trusts,

Other products and services from Equinox


Equinox.co.za - Unit Trusts Online - products

The trustees of the retirement funds review the list of compliant investment instruments regularly and might from time to time decide to remove investment instruments based on performance or compliance criteria not being met. An annual certificate issued by the Compliance Officer or appointed auditors of the investment management company confirming that the investment instrument complies with regulation 28 guidelines on an ongoing basis.


Equinox.co.za - Unit Trusts Online - newaccount

There you'll be able to create your own portfolio, or multiple portfolios, complete your personal details, add bank accounts, and invest as you wish. You can decide to invest in single sums, which you can deposit, or instruct us to collect from your chosen bank account. We will need to receive certain documents from you before we can act on your instructions. You will not be charged any fees until you place an investment order.


Equinox.co.za - Unit Trusts Online - transfers

Transfer the administration of your unit trust investments to Equinox from any other Linked Investment Service Provider or unit trust management company, and you will start to benefit from our low fees and consolidated investment services immediately. If you are not already registered with us, take a couple of minutes to register yourself online now. Print out and fill in our Transfer Form. A transfer will cost you nothing.