Equinox.co.za - Unit Trusts Online

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All Questions

Frequently Asked Questions

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ABOUT US
What steps do I take to open an EQUINOX.co.za account and start investing via the EQUINOX.co.za platform? What services does EQUINOX.co.za provide? How do we take our fees? Who is EQUINOX.co.za? Why should I use EQUINOX.co.za?

DEFINITIONS
What is a linked product provider? What is a sale? What is a switch?

MINIMUM BALANCES AND ORDER AMOUNTS
What are the minimum balances and order amounts?

RETIREMENT PRODUCTS

What is the contractual relationship between the EQUINOX Retirement Annuity and Preservation Funds and EQUINOX as the administrator of the funds?
What Retirement Products does EQUINOX.co.za offer?
What are the current tax benefits on contributions to an RA?
What options do I have if I resign from my employer or get retrenched in terms of my Pension or Provident Funds?
What are the requirements to invest in the EQUINOX Retirement Annuity Fund?
Can I withdraw funds from my Preservation Fund investment?
Can I withdraw funds from my Retirement Annuity Fund investment?
Can I transfer my Retirement Annuities and Preservation Fund policies that I have with other Institutions to EQUINOX.co.za?
Can I invest into a Retirement Annuity for my kids?
What are the benefits of investing in the EQUINOX Retirement Products?
What are the requirements to invest on behalf of my child?

SAFETY AND PRIVACY ISSUES
Is it safe to invest through the Internet? Why are investments safe with EQUINOX.co.za?

TRANSACTION ISSUES
How do I pay for the unit trusts I buy? How do I switch between unit trusts? Does EQUINOX.co.za advise on personal finances and suitable investments? How long will it take to execute my transaction? Can I move my current unit trusts to EQUINOX.co.za? How do I invest for a company or a trust? How do I sell unit trusts through EQUINOX.co.za? Who should invest in unit trusts?

Disclaimer | Privacy Policy | Terms and Conditions

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.