ETFs (A-M)
ETFs (N-Z)
ETNs (A-M)
ETNs (N-Z)
 
 
  • Tax free investment accounts using only low cost, transparent and liquid ETFs as components.
  • Invest a minimum of R300 per ETF or R1000 per portfolio, up to a maximum of R36 000 per tax year.
  • Income, Balanced, Equity and International portfolios offered.
  • These accounts are fully compliant with Section 12T of the Income Tax Act.
  • Portfolio Managers and Financial Advisers etfSA Portfolio Management Company (Pty) Ltd.
  • Administrators The Investor Hub: Wealthport (Pty) Ltd / Computershare (Pty) Ltd.
 
Documents
Brochure - The Investor Hub  (v3) Aug 2021   [1.7mb]
Brochure - Computershare  (v22) Aug 2021   [1.4mb]
Qualifying ETFs (v15) Aug 2021   [307kb]
 
Investor Hub
The Investor Hub This is a fully digital platform
Please have the following documents ready to upload:
  ID document/card (or passport)
  Proof of residence (not older than 3 months)
  Proof of tax number
  Bank account details
 
Computershare Forms
Computershare Application Form (v13) March 2020   [990kb]
Additional debit order and lump sum investments Form January 2020   [152kb]
Debit Order Amendment Form (v6) March 2019   [140kb]
Transfer Form (v3) October 2018   [92kb]
Withdrawal Form (v5) February 2018   [142kb]
Switch Application Form (v6) January 2020   [146kb]
Terms and Conditions (v10) October 2019   [411kb]
 
For assistance with your tax free investments, please contact etfSA.co.za at 010 446 0371 or taxfree@etfsa.co.za or hub@etfsa.co.za
 
 
Fact Sheets
September 2021
etfSA International Model Portfolio  [320kb]
etfSA Equity Model Portfolio  [320kb]
etfSA Balanced Model Portfolio  [320kb]
etfSA Income Model Portfolio  [320kb]