Equinox.co.za - What We Offer YouWith Equinox.co.za, you get unparalleled ease of access to almost every unit trust and money market fund available in SA. Monitor your investments directly, view the realtime progress of your active orders, amend, cancel or place instructions when you want. You get a consolidated view of your investments and access to every major asset manager, so you're never locked in. Your portfolio values, detailed statements and full transaction history are all available online and realtime.
Financial AdvisorsYou can simply and easily register clients, manage multiple client portfolios across all asset managers from a single interface, and view commission and VAT statements. Our low fees save your clients money, which improves their returns, and you save yourself time, stress and paperwork. Our commissions are paid immediately into a portfolio that you manage. Your clients remain yours, unless you specifically request otherwise. If you have substantial client assets we can also provide you with your own branded secure website, where you and your clients can log in, with full transactional capabilities. Call us now on 0860 22 33 33 to enquire about Accreditation, or email us at direct@intervest.co.za for further details. Personal Investors Build your own retirement income plan, or your own investment growth plan. Create and manage your unit trust portfolio, or set up multiple portfolios to suit your personal goals. You can also set up and manage portfolios on behalf of a family member or trust. Small Investors - If you have just a few hundred rands to put away each month you can start building your wealth - and it's out of your bank, so you'll think twice before spending it. When you've saved a nice amount, simply invest in your choice of fund to get your money growing. Trusts Appoint one or more intermediaries to act on your behalf. They can either manage your assets themselves, or assign a professional investment manager.
Financial Directors Money market funds provide a low-risk spread across institutions at premium interest rates - with high liquidity. Your company's money market portfolio simply becomes an extension of your bank account, allowing you to transfer reserves in and out as you need. Our portfolio management facilities allow permission-based rights to multiple staff members. Investment Managers For any active investment manager, Equinox.co.za provides the facilities to manage a whole or part of an investment portfolio, whether as a cash reserve holding in money markets, pursuing growth or value stocks, or looking to follow trends in specialist sector funds. Our transaction fees and consolidated view across funds now makes unit trusts an extremely viable option to actively follow a chosen investment strategy.
Call our professional service centre on 0860 378 466 (that's 0860-Equinox) for more details, or email us, direct@equinox.co.za and we'll get
back to you right away.
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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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