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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.

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  • New to Investing with SatrixNOW

    • Setting up your account
    • What are Satrix securities?
    • Getting funds into your account
    • Which Satrix product do I choose?
    • What is the difference between my SatrixNOW UserID and my Account Numbers?
    See all docs
  • FICA requirements for SatrixNOW

    • What is FICA on SatrixNOW?
    • What FICA documents are required from me when opening a SatrixNOW account?
    • SatrixNOW FICA Documents Individuals
    • SatrixNOW FICA Documents Minors
    • SatrixNOW FICA Documents Close Corporations (CC)
    See all docs
  • Satrix Investment Plan Clients

    • Why has my Satrix account moved?
    • How does the SatrixNOW platform fee compare?
    • What are the key benefits of SatrixNOW?
    • How do I transact on SatrixNOW?
    • How will my cash account work on SatrixNOW?
    See all docs
  • Crucial SatrixNOW Documents

    • Crucial SatrixNOW documents
  • SatrixNOW - Popular Questions

    • Can I take my money out of my SatrixNOW account anytime I want?
    • Can I "opt" to receive paper copies of my equity/share documents on SatrixNOW?
    • Can proceeds from a Satrix ETF be sent to my credit or debit card?
    • How will I receive shareholder communications on SatrixNOW?
    • What price will I receive when I buy/sell SatrixNOW ETFs?
    See all docs
  • Dividends and Tax

    • What is a dividend?
    • How does the Dividend process work on SatrixNOW?
    • How can I tell if I am eligible to receive a dividend on SatrixNOW?
    • Do I receive dividends for the fractional share rights I hold on SatrixNOW?
    • Capital Gains Tax and your investment
    See all docs
  • Depositing Funds on SatrixNOW

    • How do I deposit funds into my SatrixNOW accounts?
    • SatrixNOW fund deposit by EFT
    • SatrixNOW fund deposit by credit card
    • What reference should I use when depositing funds by EFT?
    • How do I find my SX number / user ID for use on my TFSA transfer request form?
  • Withdrawing Funds on SatrixNOW

    • How do I withdraw funds from a SatrixNOW account?
    • What is Settled and Unsettled Cash on SatrixNOW?
    • How do I verify my bank account on SatrixNOW?
    • What are 'withdrawable' funds on SatrixNOW?
    • Why can't I withdraw on SatrixNOW?
  • Buying on SatrixNOW

    • How does the share purchase process work using SatrixNOW?
    • Buying
    • What forms of payment are accepted on SatrixNOW for ETF purchases?
    • Are there any limitations to the number of purchases I can make on SatrixNOW each day?
    • Why is there an "up to" amount displayed under the custom amount when buying ETF shares on SatrixNOW?
    See all docs
  • Selling on SatrixNOW

    • How do I sell instruments I hold on SatrixNOW?
    • Why can I not sell my entire SatrixNOW ETF holding?
    • What is Unsettled cash on SatrixNOW?
  • Recurring Investments on SatrixNOW

    • What is a Recurring Investment on SatrixNOW
    • How do I set up a Recurring Investment on SatrixNOW?
    • How do I setup a Recurring Investment on a minor account? SatrixNOW
    • How do I edit or remove a Recurring Investment on SatrixNOW?
    • What do I need to know about debit orders?
    See all docs
  • SatrixNOW Tax-free Savings Account

    • What is a tax-free savings account (TFSA)? SatrixNow
    • What are the benefits of a tax-free savings account? SatrixNOW
    • How do I get a SatrixNOW tax-free savings account?
    • What are my TFSA limits?
    • What do you mean by limits on an individual basis for my SatrixNOW TFSA?
    See all docs
  • SatrixNOW - Unit Trusts

    • What are Unit Trusts?
    • What are the benefits of investing in Unit Trusts & how can I buy them?
    • How can I buy Satrix Unit Trusts?
    • What is the minimum investment?
    • How is my investment protected?
    See all docs
  • SatrixNOW Retirement Plan

    • What is the Satrix Retirement Plan (RA)?
    • What protection do I have within the Satrix Retirement Plan (RA)?
    • What are the benefits of the Satrix Retirement Plan (RA)?
    • How do I get a Satrix Retirement Plan (RA)?
    • How much can I contribute to the Satrix Retirement Plan (RA)? What are my limits?
    See all docs
  • Advisers

    • How do I access my online SatrixNOW account?
    • How do I get a statement for my client?
    • I have questions regarding my commission statement?
    • I need to change a debit order instruction for my client
    • My client doesn’t want to login and transact on the platform
    See all docs
  • Donate for Good

    • How does Donate for Good work?
  • Referrals

    • How do I refer someone to SatrixNOW?
  • Updates to SatrixNOW Terms and Conditions

    • Update to Terms and Conditions - 8 July 2016 - Reduction in Settlement Period
    • Update to SatrixNOW Terms and Conditions - 3 Nov 2016 - Recurring Investment, Debit order functionality
    • Update to SatrixNOW Terms and Conditions - Nov 2017 - Unit Trusts
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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