FINANCIAL ADVISORS



Financial advisors are able to assist their clients to invest with Satrix through three different platforms. In all instances Financial Advisors may charge up-front and/or on-going advice fees as agreed by clients.

Satrix Investment Plan

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:

FSP Portal Registrations

If you are a Satrix registered advisor:

FSP Portal Sign In

View Satrix Investment Plan:

Satrix Investment Plan

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 [email address here].

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


Application FormUnit Trust Call Centre

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:

  • 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.