Satrix ETFs and tax free investment accounts are available on the Satrix Investment Plan. For more information go to the Satrix Investment Plan or register and sign in below:
To register as a financial advisor:
If you are a Satrix registered advisor:
View Satrix Investment Plan:
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 [email address here].
Alternatively, contact our Unit Trust call centre on 0860 111 401 and ask for the appropriate application forms.
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:
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.