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Equinox housekeeping notes and Christmas message

23 Dec 05          

We would like to wish all our clients and regular visitors to our website a blessed Christmas, as well as a peaceful and prosperous New Year.

Reduced  managed portfolio switching fees

We are pleased to announce that we have reduced our managed portfolio switch fees as follows:

  • 0.1% switch fee
  • There will be a cap of R500
  • There is no minimum fee.
Please note that there is still a 0.25% switching cost applied by the underlying fund manager of affected funds.

No transfer fees

With immediate effect, we will no longer charge clients an adminsitrative fee of 0.25% if you switch your existing unit trust investments, held either directly with a unit trust management company or another Linked Investment Company, to the Equinox platform.

Opening hours over between Christmas and New Year

We will be closing at 15h00 on 23, 27, 28, 29 and 30 December.

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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.

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