ETFs (A-M)
ETFs (N-Z)
ETNs (A-Z)
 
ETF Tax Free Investment Account (“ETFIA”)
 
 
  • Tax free accounts using only low cost, transparent and liquid ETFs as components.
  • Low Costs – 1% per annum incl. VAT total administration and portfolio management fees.
  • Modular design allows for contributions from R1000 at any time, up to a maximum of R33 000 per tax year.
  • Income and Equity portfolios offered, giving high investment performance with low risk.
  • Tax free accounts fully compliant with Section 12T of the Income Tax Act.
  • Administrator – Computershare (Pty) Ltd.
  • Portfolio Managers and Financial Advisers – etfSA Portfolio Management Company (Pty) Ltd.
 
Fact Sheets 
August 2018
ETFIA Balanced Portfolio   [308kb]
ETFIA Equity Portfolio   [310kb]
ETFIA Income Portfolio   [312kb]
ETFIA International Portfolio   [310kb]
 
Brochure
Tax Free Investment Account  (v12) September 2018   [1.6mb]
 
Qualifying ETFs
ETFs that qualify for Tax Free Investment Accounts May 2018   [44kb]
 
Forms
Application Form (v12.s) September 2018   [612kb]
Additional debit order and lump sum investments Form (v5.s) February 2018   [152kb]
Debit Order Amendment Form (v5.s) February 2018   [140kb]
Transfer Form (v3.s) April 2018   [92kb]
Withdrawal Form (v5.s) February 2018   [142kb]
Switch Application Form (v5.s) February 2018   [146kb]
Terms and Conditions (v6) October 2017   [989kb]