The Exchange Traded Products (ETPs) available through this website are Collective Investment Schemes in Securities (CIS) and/or JSE listed securities which are generally medium to long-term investments that contain elements of risk and can be affected by market values, interest rates, exchange rates, volatility, dividend yields and issuer credit ratings.

The price of ETFs/ETNs can go up as well as down and past performance is not necessarily a guide to the future. The ETPs herein are listed on the Johannesburg Stock Exchange Limited and trading in ETP securities will incur trading and settlement costs. ETP securities are traded at market ruling prices and can engage in scrip lending. All ETPs purchased through this Plan are registered in the clients own name, on the electronic system operated by the JSE/STRATE and by the CSDP participants. ETPs are negotiable securities that can be sold at any time, without penalty, on the JSE.

The information and opinions provided herein are of a general nature and do not constitute investment advice. Whilst every care has been taken, no representation, warranty or undertaking, expressed or implied, is given as to the accuracy or completeness thereof. All opinions and information on this website may be changed at any time without notice.

If you wish to invest in any JSE listed Exchange Traded Products (ETFs and ETNs) through this website, you can click on the link at the foot of this page.

For advice and information on the ETFs/ETNs available on the etfSA.co.za website, please contact: Mike Brown Tel: 010 446 0377 Fax: 011 388 4674 Email:  info@etfsa.co.za 

Please ensure if you have used the services of the etfSA.co.za website or the Call Centre 0861 383 721 that you fill in the application form marked applicable to etfSA.co.za and not any other investment plan, administered by AOS. If this is not provided to you by the administrator, please contact etfSA.co.za at info@etfsa.co.za 

• Complete application form - either online or download and print.
• If you are investing a lump sum, a copy of the deposit slip or proof of electronic payment must be submitted together with the application form.
• The following documents must be submitted with the application form:
  – Clear copy of ID document
  – A clear copy of proof of residence document
  – Proof of South African banking details (must reflect bank name, acc. holder's full name and bank acc. no.) No internet and credit card banking details will be accepted. - refer to FICA documentation checklist attached to this application form.
• Application forms may be emailed to queries@etfsa.co.za or faxed to 011 388 6845.

For any queries on the administration of the etfSA Investor Plan*, please contact:
Tel: 0861 383 721 (0861 ETFSA1)
International Tel: +27 11 561 6687
Email: queries@etfsa.co.za  
Fax: 011 388 6845

The fee is calculated daily and deducted on a quarterly basis from dividends and other income in your account. The fee is calculated on the total sum invested per client and not per ETF fund.

• Debit order rejection fee: R110
• Stock brokerage fees 0.08% (buying and selling) and Nominal JSE/Strate and Investor Protection fees (plus VAT) will be charged.
• All fees quoted are exclusive of VAT. VAT will be levied where applicable. 
• A marketing fee of 18,75% of the administration fee which forms part of the annual administration charge is paid by the administrator to etfSA Investor Plan*. This marketing fee is not an additional charge, it forms part of the annual administration fee of 0.35% to 0.65%.

The Investor, or where applicable, their authorized signatory, by appending their signature to this application form states and declares that he/she has read and understood the terms and conditions pertaining to this investment product and the investment media selected and warrants that such authorisation shall form the basis of the contract, which is to be entered into with Automated Outsourcing Services (Pty) Ltd.

* the etfSA Investor Plan refers to ETFs and ETNs available on the AOS/etfSA New Business Application Form. The etfSA Investor Plan is provided under the registered trademark 2010/13934 etfSA Investor Scheme® in Class 36 in the name of Michael Fitzclarence Brown.