• Individual Investors
      • Individual Investors
      • Institutional Investors
      • Financial Advisers
  • | Daily Fund Prices
    • ETF PRICES
    • Unit Trust Prices
  • | Contact Us
Satrix Logo
  • Our Funds Our Funds
  • Investing 101 Investing 101
  • How to Invest
  • SatrixNOW
  • ETFs or Unit Trust
  • Access Range
  • Tax Free Investing
  • Investing Responsibly
  • News & Insights News & Insights
  • Who We Are Who We Are
  • About Satrix
  • Our Awards
  • Our Journey
  • Frequently Asked Questions
  • Log In
  • Sign Up
  • All Funds
  • First Time Investor
  • Multi-Asset
  • Sustainable Strategies
  • Global Strategies
  • Local Strategies
  • Factor Strategies
  • How to Invest
  • SatrixNOW
  • ETFs or Unit Trust
  • Access Range
  • Tax Free Investing
  • Investing Responsibly
  • Satrix News
  • Webinars & Events
  • Personal Finance
  • Sustainable Investing
  • Global Investing
  • Local Investing
  • About Satrix
  • Our Awards
  • Our Journey
  • Frequently Asked Questions

CHOOSE YOUR PLATFORM

SATRIXNOW

Online ETF and UT platform

Administered by EasyEquities


LOG IN

Application Forms

Download and complete a form to transact

  • Unit Trust Forms
  • Application Form - Individual Investors.pdf
       DOWNLOAD
  • Application Form - Tax-Free Unit Trusts.pdf
       DOWNLOAD
  • Application Form - Non-Individual Investors.pdf
       DOWNLOAD
  • Additional Investment Form.pdf
       DOWNLOAD
  • Switching Form.pdf
       DOWNLOAD
  • Transfer Form.pdf
       DOWNLOAD
  • Unit Trust Sell Form.pdf
       DOWNLOAD
  • Unit Trust Third Party Indemnity Form.pdf
       DOWNLOAD
  • Cession Form.pdf
       DOWNLOAD
  • Dividends Tax Form - DTD (EX) - Exemption from Tax.pdf
       DOWNLOAD
  • Unit Trust Withholding Tax on Interest Declaration Form (WTI).pdf
       DOWNLOAD
  • Investor Details Update Form.pdf
       DOWNLOAD
  • Unit Trust Tax Information Addendum - Individuals.pdf
       DOWNLOAD
  • Unit Trust Tax Information Addendum - Individuals.pdf
       DOWNLOAD
  • Unit Trust Terms and Conditions.pdf
       DOWNLOAD
  • Regulatory Supporting Information.pdf
       DOWNLOAD
Our Funds
  • All Funds
  • First Time Investor
  • Multi-Asset
  • Sustainable Strategies
  • Global Strategies
  • Local Strategies
  • Factor Strategies
Investing 101
  • How to Invest
  • SatrixNOW
  • ETFs or Unit Trusts
  • Access Range
  • Tax free Investing
  • Investing Responsibly
  • Fraud Awareness
Investor Type
  • Individual Investors
  • Institutional Investors
  • Financial Advisers
News & Insights
  • Webinars & Events
  • Sustainable Investing
  • Research & Investments
  • Knowledge Hub
  • Life Pooled Portfolios
Who We Are
  • About Satrix
  • Our Awards
  • FAQs
Quick Links
  • Contact Us
  • Daily Fund Prices
  • Legal & Compliance
  • Application Forms
  • SA Coronavirus Portal
Satrix logo
  • Invest Now
  • Contact Us

Satrix is the leading provider of index-tracking solutions in South Africa. With no minimums and easy, low-cost access to local and global products via our SatrixNOW online investment platform, everyone can own the market.

  • Facebook logo
  • Instagram logo
  • Twitter logo
  • Youtube logo
  • RSS icon
Copyright © Satrix 2025 Disclaimer Email Disclaimer Terms & Conditions