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Satrix Investment Plan
The Satrix Investment Plan has moved to a new administrator.
Effective 1 March 2020 all clients accounts can be accessed via SatrixNOW.co.za
Financial Advisers can contact us at Advisers@SatrixNOW.co.za 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 UTinstructions@satrixsupport.co.za.
Alternatively, contact our Unit Trust call centre on 0860 111 401 and ask for the appropriate application forms.
LISPs
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.