Satrix Investment Plan

The Satrix Investment Plan has moved to a new administrator. 

Effective 1 March 2020 all clients accounts can be accessed via

Financial Advisers can contact us at to access their accounts. You can watch a tutorial on using the new portal here.

Satrix Managers

If you wish to invest your client in Satrix unit trusts and receive advice fees you can download the application forms and submit them by fax or email to

Alternatively, contact our Unit Trust call centre on 0860 111 401 and ask for the appropriate application forms.

Application FormUnit Trust Call Centre


Satrix Unit Trusts (both local and international funds) are available on certain Linked Investment Service Provider platforms (LISPs). While a Financial Advisor may approach any LISP to make Satrix products available on their platform, the following LISPs already have Satrix products available on their platforms:

NEW: Glacier now also offers a select list of Satrix ETFs

  • Glacier - 021 917 9002

  • Investec - 0860 500 900

  • Allan Gray - 0860 000 654

  • Stanlib - 0860 123 773

  • Momentum - 0860 468 778

  • PSG - 0860 000 368

Please contact your preferred Linked Investment Service Provider directly for more detail.