Equinox.co.za - Unit Trusts Online - newaccount

By: Equinox  11-11-2011

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. Our fees only apply when you invest, so there's no pressure. You can LOG IN at any time to view the up-to-date value of your investment portfolio - and switch, sell or buy further. It's that simple!

Note: we will need to receive certain documents from you before we can act on your instructions.

You can decide to invest in single sums, which you can deposit, or instruct us to collect from your chosen bank account. You can also set up a recurring monthly collection, which you can change as you wish, or cancel, whenever you want. (Please note that for your protection and ours, we will only collect payments from, or deposit the proceeds of a sale into, a bank account that is made out in the name of the portfolio owner. When you enter your bank account details, you will be prompted to print and fax us a signed mandate for our records.)

You do not have to invest right away. You will not be charged any fees until you place an investment order.

and we'll get back to you right away.

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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 - 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.


Equinox.co.za - Unit Trusts Online - articles

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