Why use Equinox.co.za

Convenience.   You can issue an instruction to buy, sell or switch unit trusts, as well as monitor your portfolio, at any time, anywhere (provided you are linked to the Internet).  In short, you do what you like when it suits you.

Substantial cost savings.   Equinox.co.za is one of the first companies in South Africa to pass on wholesale prices when you buy unit trusts. This results in substantial savings relative to the usual 5% upfront fee. Three factors enable us to offer these price savings: 

• Firstly, Equinox is licenced as an administrative and discretionary financial services provider by the Financial Services Board. Among other things, this enables us to buy unit trusts (on your behalf) at wholesale rates from the unit trust management companies. 
• Secondly, by coming direct to us, you are saving the fees that the financial advisors and brokers usually charge. 
• Thirdly, the inherent efficiencies of the Internet, and our proprietary technology, allow us enormous savings on the administrative costs generally incurred in the investment industry. 

Information.   Equinox.co.za provides you with all the information you require to invest yourself and manage your own unit trust portfolio.  The information ranges from monitoring the performance of your portfolio to news on personal finance issues to a guide to understanding unit trusts to information on every unit trust (including interviews with the fund managers) to recommendation on which unit trusts to buy and email alerts when our recommendations change.  There is no charge for any of the information on our site.

Ease of use.   Now that you are on our website, all you need to do is decide which unit trusts to buy (you can follow our recommendations), give us a few details and then follow the simple steps to place your order.  A help line is available should you have any queries or problems.

Safe and secure.  As an approved LISP, Equinox is required to hold all client assets in a separate nominee company that is independently audited and may incur no liabilities. This means that at no stage may anyone else, including Equinox, touch your assets. They are safer than investing in an insurance investment policy where your assets are at risk of manipulation by the insurance company, or its creditors.

Our transactional web site conforms to best practice security provisions.  We have used 128 bit encryption and all the other necessary security protocols.  You will see a ‘locked padlock’ when you are in the secure parts of our site.  Note that it is not necessary to make information on say, unit trusts, that is freely available to everyone, secure.

To find out how easy it is to open an account right now, click HERE.