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Getting Started

Are you setting up a SatrixNOW account for the first time? Here's all the information you'll need.

Setting up your
account

Getting funds into
your account

Making your
first investment

Introduction to SatrixNOW

Not sure where to start? Here’s everything you need to know about smart, online investing.

Satrix Products

View our range of local and global investment options.

Articles and Insights

Read more on the latest investment trends, market news and product updates.

Important Documents

All the documents you will need in one place.

  • New to Investing with SatrixNOW

    • Which Satrix product do I choose?
    • SatrixNOW Costs and Fees
    • Setting Up My SatrixNOW Account
    • Investing on SatrixNOW FAQs
    • Linked Accounts on SatrixNOW FAQs
    See More
  • FICA requirements for SatrixNOW

    • SatrixNOW FICA Documents
    See More
  • Satrix Investment Plan Clients

    • Satrix Investment Plan Clients
    See More
  • Crucial SatrixNOW Documents

    • Crucial SatrixNOW documents
    • Security on SatrixNOW FAQs
    • SatrixNOW FICA Documents Trusts
    • SatrixNOW FICA Documents Partnerships
    • SatrixNOW FICA Documents Foreign Nationals
    See More
  • Dividends and Tax

    • Dividends on SatrixNOW FAQs
    • SatrixNOW CRS FAQ Article
    • Taxes on SatrixNOW FAQs
    See More
  • Buying on SatrixNOW

    • Buying on SatrixNOW FAQs
    • Depositing Funds on SatrixNOW FAQs
    See More
  • Recurring Investments on SatrixNOW

    • Recurring Investments on SatrixNOW FAQs
    See More
  • Selling on SatrixNOW

    • Selling on SatrixNOW FAQs
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  • Withdrawing Funds on SatrixNOW

    • Withdrawing Funds on SatrixNOW FAQs
    See More
  • SatrixNOW Tax-free Savings Account

    • Tax Free Savings Accounts FAQs
    See More
  • SatrixNOW Unit Trusts

    • SatrixNOW Unit Trust FAQs
    See More
  • SatrixNOW Retirement Plan

    • Satrix Retirement Plan (RA) FAQs
    • Two-Pot Retirement System
    See More
  • Advisers

    • Account Access & Support
    See More
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Satrix Managers (RF) (Pty) Ltd (Satrix) a registered and approved Manager in Collective Investment Schemes in Securities and an authorised financial services provider in terms of the FAIS. Collective investment schemes are generally medium- to long-term investments. Unit Trusts and ETFs the investor essentially owns a “proportionate share” (in proportion to the participatory interest held in the fund) of the underlying investments held by the fund. With Unit Trusts, the investor holds participatory units issued by the fund while in the case of an ETF, the participatory interest, while issued by the fund, comprises a listed security traded on the stock exchange.

ETFs are index tracking funds, registered as a Collective Investment and can be traded by any stockbroker on the stock exchange or via Investment Plans and online trading platforms. ETFs may incur additional costs due to it being listed on the JSE. Past performance is not necessarily a guide to future performance and the value of investments / units may go up or down. A schedule of fees and charges, and maximum commissions are available on the Minimum Disclosure Document or upon request from the Manager. Collective investments are traded at ruling prices and can engage in borrowing and scrip lending. Should the respective portfolio engage in scrip lending, the utility percentage and related counterparties can be viewed on the ETF Minimum Disclosure Document. The Manager does not provide any guarantee either with respect to the capital or the return of a portfolio. The index, the applicable tracking error and the portfolio performance relative to the index can be viewed on the ETF Minimum Disclosure Document and or on the Satrix website.

Performance is based on NAV to NAV calculations of the portfolio. Individual performance may differ to that of the portfolio as a result of initial fees, actual investment date, dividend withholding tax and income reinvestment date. The reinvestment of income is calculated based on actual distributed amount and factors such as payment date and reinvestment date must be considered.

*Note exchange prices are delayed in accordance with regional exchange rules.South African prices are delayed by 15 minutes; North American prices are delayed by 15 minutes.

  • Important Documents