Equinox.co.za - Unit Trusts Online - transfers

By: Equinox  11-11-2011
Keywords: Unit Trusts

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!

The process is quick, easy and painless. It is also FREE.

Remember that every month you are incurring unnecessary high costs elsewhere, you are losing on your investment returns.

How do I go about transferring my unit trust investments to Equinox?

There are three simple steps:

1. Register Online

If you are not already registered with us, take a couple of minutes to register yourself online now.

2. Complete our Transfer Form

Print out and fill in our Transfer Form. Then sign and fax it through to us on011-388 3223, together with a recent statement from your management company.

3. Send Us Identification and Address Documents.

We will start transferring your unit trust investments as soon as we have your completed Transfer Form. However, before we can act upon any further instructions, we will need proof of identity and address documentation from you.

And that's it!

(Note: some companies may be reluctant to transfer your investments, and may cite legal barriers or the threat of penalty fees. However, they are legally obliged to transfer your assets at your request. Please call us if you experience problems and we will pursue enquiries on your behalf.)

How much will the transfer cost?

A transfer will cost you nothing!

How long will the transfer take?

Generally, 4 working days. After that, you'll be able to log in anytime and transact. However, it does depend to an extent on the company that is currently administering your unit trusts - and sometimes on the funds that you are invested in.

Keywords: Unit Trusts

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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.


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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.


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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.