For you, we have made investment simple

26 Jun 08           Cathy

Equinox.co.za is a FSB registered linked services provider and 13b retirement funds administrator.

This means that you are able to buy, sell and switch between South African registered unit trusts direct via Equinox.co.za and benefit from the bulk rates that a linked services provider qualifies for. Equinox.co.za direct trading functionality allows the investor to choose to avoid intermediary fees by making their own choices

Performance data, underlying holdings information, fund manager interviews, fund manager mandates and regular newsletters with information across the widest variety of unit trust funds are just some of the tools we provide to assist with your research, comparisons and the decision making process.

Once you registered and submitted the required FICA documentation your account is activated and you are able to view your unit trust or retirement fund portfolio 24/7. You have access to your tax statements online as well as detailed transaction statements where all fees, market values and transactional functionality is made available to investors. We are very proud of our unique electronic bulk trading systems, developed since 1999, with our main aim and focus to be able to operate our services with little human intervention and a convenient and simple investment experience.

Transfer your existing unit trusts now; it is easy and free with no capital gains implications as the unit trusts remain with the same fund manager.

A qualified and friendly call centre is available for any questions you might have. Feel free to mail us now via direct@equinox.co.za or call us on 0860 378 466 between 08h00 and 17h00 from Monday to Friday.


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Equinox.co.za is a division of EFS Investment Solutions (Pty) Ltd, authorised as a discretionary and administrative financial services provider by the Financial Services Board of South Africa.(FSP No: 563)

All investments, including unit trusts, carry risk. The value of your investments can go down as well as up. Information and opinion provided on this website is of a general nature. It does not take into account any person's specific circumstances. It is not intended to provide personalised financial advice, and should not be construed as such.

Contact us by email at direct@equinox.co.za or phone 0860 378 466.

© 1999-2011 EFS Investment Solutions (Pty) Ltd.