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Discretionary Investments
- Investor Hub brochure – click here
- etfSA.co.za, via the Investor Hub, offers discretionary investments to investors wishing to choose their own
ETPs – for a description and all ETFs & ETNs listed on the JSE, click here. There is no limit to the investment amount in a discretionary investment.
Tax-Free Investments
- The Investor Hub also offers Tax-free investments, limited to R36 000 per tax year, per investor – to view the Investor Hub Tax-Free brochure,
click here
- To view a list of qualifying ETFs for Tax-free investments, click
here
- Invest a minimum of R300 per ETF or R1000 per portfolio for either Discretionary investments or Tax-Free investments.
- Income, Balanced, Equity and International portfolios offered – click
here to view the portfolios.
- Administrators: Wealthport (Pty) Ltd.
- Portfolio Managers and Financial Advisers – etfSA Portfolio Management Company (Pty) Ltd and etfSA.co.za.
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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
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For assistance with your discretionary investments, please contact etfSA.co.za at telephone: 010 446
7892 / 0371
or email: hub@etfsa.co.za
/ info@etfsa.co.za
/ taxfree@etfsa.co.za |
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