ETFs (A-M)
ETFs (N-Z)
ETNs (A-Z)
ETF Tax Free Investment Account (“ETFIA”)

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  • 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 
February 2020
ETFIA Balanced Portfolio   [199kb]
ETFIA Equity Portfolio   [202kb]
ETFIA Income Portfolio   [204kb]
ETFIA International Portfolio   [202kb]
Tax Free Investment Account  (v17) March 2020   [457kb]
Qualifying ETFs
ETFs that qualify for Tax Free Investment Accounts (v11) March 2020   [307kb]
Application Form (v12) March 2019   [990kb]
Additional debit order and lump sum investments Form March 2019   [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) March 2019   [146kb]
Terms and Conditions (v10) October 2019   [411kb]