Why is my Satrix account moving?

Your Satrix account is housed in the Satrix Investment Plan which was launched in 2006, and administered by AOS (Automated Outsourcing Services).

In 2015 Satrix also launched an online platform, SatrixNOW, administered by Easy Equities. To give all Satrix clients the benefits of the online platform, including a reduced platform fee, Satrix will move all Satrix Investment Plan clients to SatrixNOW during the first quarter of 2020.

When is my Satrix Investment Plan account moving to SatrixNOW?

The move date is planned for the first quarter of 2020. Satrix will communicate the exact date closer to the time.

How will this move to SatrixNOW affect me?

At this stage we are only notifying clients of the move, and no action needs to be taken. Your Satrix Investment Plan account continues as normal. Satrix will keep investors updated throughout the process. Clients can be assured that Satrix will aim to make the move as seamless as possible. We will provide support for any questions via migration@satrix.co.za 

SatrixNOW gives you these benefits:

  • Lower fees
  • No tedious paperwork
  • No minimums, you can invest any amount you choose
  • Secure online access to your portfolio at any time

How does the SatrixNOW platform fee compare?

SatrixNOW offers clients a lower platform fee.

The table below shows a comparison of annual platform administration fees: ex VAT





Please view the full cost profile here.

The reduced annual platform administration fee means that investors on SatrixNOW will have an overall lower total cost associated with their investment.

Also note that while the Satrix Investment Plan requires minimum investments of R300 per month, or lump sum investments of R1000, SatrixNOW has no minimums. This means that you can top up your investment portfolio with any amount that suits you.

Why does SatrixNOW have the benefit of a lower fee?

SatrixNOW is a self-service online platform - we are therefore able to pass on the savings derived from technological efficiencies to our clients.

Will there be a cost associated with moving my account to SatrixNOW?

No, there will be no cost to you when we move your Satrix Investment Plan account to SatrixNOW.

What happens if I do not want to move to SatrixNOW?

We are confident that investors will welcome the range of benefits SatrixNOW offers, in particular the lower platform fee. We understand that change can be unsettling, but all Satrix Investment Plan clients will move to SatrixNOW as this will be the only platform offered.

How will I receive my statements?

SatrixNOW will have monthly investor statements available online which clients can access and download at their convenience.

I have an existing debit order, will this be affected in any way?

Your current debit order on the Satrix Investment Plan will continue on SatrixNOW. You will not need to make any changes.

Can my financial advisor still manage my account on SatrixNOW?

Yes, financial advisors will have access to manage their clients’ accounts on SatrixNOW. Satrix will communicate directly with all financial advisors to inform them of the move.

How will I transact if I no longer need to complete a form?

A SatrixNOW account with a unique username will be set up for you. You will then be required to set your secure password in order to activate your account. 

Once your SatrixNOW account is activated, all SatrixNOW transactions can be executed online.

You'll be able to 

  • view your portfolio at any time
  • access monthly statements
  • buy & sell Satrix securities
  • set up or amend debit orders
  • invest lump sums

Provision will be made for Satrix Investment Plan clients who are unable to use the online platform, but this will incur an additional administration cost. We are however confident that investors will welcome the range of benefits SatrixNOW offers and will find the online process user-friendly and accessible

Who do I contact if I have questions regarding the move to SatrixNOW?

E-mail contact: migration@satrix.co.za

Phone contact: 0860 SATRIX (0860 728 749)

We are happy to assist with any questions.

Why is my Satrix account moving?

Your Satrix account is housed in the Satrix Investment Plan which was launched in 2006, and administered by AOS (Automated Outsourcing Services).

In 2015 Satrix also launched an online platform, SatrixNOW, administered by Easy Equities. To give all Satrix clients the benefits of the online platform, including a reduced platform fee, Satrix will move all Satrix Investment Plan clients to SatrixNOW during the first quarter of 2020.

When is my Satrix Investment Plan account moving to SatrixNOW?

The move date is planned for the first quarter of 2020. Satrix will communicate the exact date closer to the time.

How will this move to SatrixNOW affect me?

At this stage we are only notifying clients of the move, and no action needs to be taken. Your Satrix Investment Plan account continues as normal. Satrix will keep investors updated throughout the process. Clients can be assured that Satrix will aim to make the move as seamless as possible. We will provide support for any questions via migration@satrix.co.za 

SatrixNOW gives you these benefits:

  • Lower fees
  • No tedious paperwork
  • No minimums, you can invest any amount you choose
  • Secure online access to your portfolio at any time

How does the SatrixNOW platform fee compare?

SatrixNOW offers clients a lower platform fee.

The table below shows a comparison of annual platform administration fees: ex VAT





Please view the full cost profile here.

The reduced annual platform administration fee means that investors on SatrixNOW will have an overall lower total cost associated with their investment.

Also note that while the Satrix Investment Plan requires minimum investments of R300 per month, or lump sum investments of R1000, SatrixNOW has no minimums. This means that you can top up your investment portfolio with any amount that suits you.

Why does SatrixNOW have the benefit of a lower fee?

SatrixNOW is a self-service online platform - we are therefore able to pass on the savings derived from technological efficiencies to our clients.

Will there be a cost associated with moving my account to SatrixNOW?

No, there will be no cost to you when we move your Satrix Investment Plan account to SatrixNOW.

What happens if I do not want to move to SatrixNOW?

We are confident that investors will welcome the range of benefits SatrixNOW offers, in particular the lower platform fee. We understand that change can be unsettling, but all Satrix Investment Plan clients will move to SatrixNOW as this will be the only platform offered.

How will I receive my statements?

SatrixNOW will have monthly investor statements available online which clients can access and download at their convenience.

I have an existing debit order, will this be affected in any way?

Your current debit order on the Satrix Investment Plan will continue on SatrixNOW. You will not need to make any changes.

Can my financial advisor still manage my account on SatrixNOW?

Yes, financial advisors will have access to manage their clients’ accounts on SatrixNOW. Satrix will communicate directly with all financial advisors to inform them of the move.

How will I transact if I no longer need to complete a form?

A SatrixNOW account with a unique username will be set up for you. You will then be required to set your secure password in order to activate your account. 

Once your SatrixNOW account is activated, all SatrixNOW transactions can be executed online.

You'll be able to 

  • view your portfolio at any time
  • access monthly statements
  • buy & sell Satrix securities
  • set up or amend debit orders
  • invest lump sums

Provision will be made for Satrix Investment Plan clients who are unable to use the online platform, but this will incur an additional administration cost. We are however confident that investors will welcome the range of benefits SatrixNOW offers and will find the online process user-friendly and accessible

Who do I contact if I have questions regarding the move to SatrixNOW?

E-mail contact: migration@satrix.co.za

Phone contact: 0860 SATRIX (0860 728 749)

We are happy to assist with any questions.

Why is my Satrix account moving?

Your Satrix account is housed in the Satrix Investment Plan which was launched in 2006, and administered by AOS (Automated Outsourcing Services).

In 2015 Satrix also launched an online platform, SatrixNOW, administered by Easy Equities. To give all Satrix clients the benefits of the online platform, including a reduced platform fee, Satrix will move all Satrix Investment Plan clients to SatrixNOW during the first quarter of 2020.

When is my Satrix Investment Plan account moving to SatrixNOW?

The move date is planned for the first quarter of 2020. Satrix will communicate the exact date closer to the time.

How will this move to SatrixNOW affect me?

At this stage we are only notifying clients of the move, and no action needs to be taken. Your Satrix Investment Plan account continues as normal. Satrix will keep investors updated throughout the process. Clients can be assured that Satrix will aim to make the move as seamless as possible. We will provide support for any questions via migration@satrix.co.za 

SatrixNOW gives you these benefits:

  • Lower fees
  • No tedious paperwork
  • No minimums, you can invest any amount you choose
  • Secure online access to your portfolio at any time

How does the SatrixNOW platform fee compare?

SatrixNOW offers clients a lower platform fee.

The table below shows a comparison of annual platform administration fees: ex VAT





Please view the full cost profile here.

The reduced annual platform administration fee means that investors on SatrixNOW will have an overall lower total cost associated with their investment.

Also note that while the Satrix Investment Plan requires minimum investments of R300 per month, or lump sum investments of R1000, SatrixNOW has no minimums. This means that you can top up your investment portfolio with any amount that suits you.

Why does SatrixNOW have the benefit of a lower fee?

SatrixNOW is a self-service online platform - we are therefore able to pass on the savings derived from technological efficiencies to our clients.

Will there be a cost associated with moving my account to SatrixNOW?

No, there will be no cost to you when we move your Satrix Investment Plan account to SatrixNOW.

What happens if I do not want to move to SatrixNOW?

We are confident that investors will welcome the range of benefits SatrixNOW offers, in particular the lower platform fee. We understand that change can be unsettling, but all Satrix Investment Plan clients will move to SatrixNOW as this will be the only platform offered.

How will I receive my statements?

SatrixNOW will have monthly investor statements available online which clients can access and download at their convenience.

I have an existing debit order, will this be affected in any way?

Your current debit order on the Satrix Investment Plan will continue on SatrixNOW. You will not need to make any changes.

Can my financial advisor still manage my account on SatrixNOW?

Yes, financial advisors will have access to manage their clients’ accounts on SatrixNOW. Satrix will communicate directly with all financial advisors to inform them of the move.

How will I transact if I no longer need to complete a form?

A SatrixNOW account with a unique username will be set up for you. You will then be required to set your secure password in order to activate your account. 

Once your SatrixNOW account is activated, all SatrixNOW transactions can be executed online.

You'll be able to 

  • view your portfolio at any time
  • access monthly statements
  • buy & sell Satrix securities
  • set up or amend debit orders
  • invest lump sums

Provision will be made for Satrix Investment Plan clients who are unable to use the online platform, but this will incur an additional administration cost. We are however confident that investors will welcome the range of benefits SatrixNOW offers and will find the online process user-friendly and accessible

Who do I contact if I have questions regarding the move to SatrixNOW?

E-mail contact: migration@satrix.co.za

Phone contact: 0860 SATRIX (0860 728 749)

We are happy to assist with any questions.