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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

Intro to SatrixNOW

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  • Guides

    • Setting up your account
    • Getting funds into your account
    • Making your first investment
  • New to SatrixNOW

    • What is the difference between my SatrixNOW UserID and my Account Numbers?
    • What browsers are supported by the SatrixNOW platform?
    • What is the relationship between SatrixNOW and EasyEquities?
    • Why would I want SatrixNOW ETFs?
    • How often will the data, prices and my SatrixNOW account be updated?
    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
  • SatrixNOW - Popular Questions

    • What price will I receive when I buy/sell SatrixNOW ETFs?
    • Can I cancel a purchase or sale order on SatrixNOW once I have entered my instructions online?
    • What is the difference between the value view and the share view on the SatrixNOW account overview page?
    • How do I get a report of my SatrixNOW transaction history?
    • How do I get my SatrixNOW tax certificate?
    See all docs
  • New To Investing

    • What are Satrix securities?
    • Which Satrix product do I choose?
    • What will it cost to buy Satrix products on SatrixNOW?
    • How does my investment grow?
    • What are the risks?
    See all docs
  • 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?
    • What price did I receive when I sold my shares on SatrixNOW?
    • Where can I find my sale confirmation on SatrixNOW?
    • Why can I not sell my entire SatrixNOW ETF holding?
    • What is Unsettled cash on SatrixNOW?
    See all docs
  • SatrixNOW Tax-free Savings Account

    • What is a tax-free savings account (TFSA)? SN
    • What are the benefits of a tax-free savings account? SN
    • How do I get an SatrixNOW tax-free savings account?
    • Does having the SatrixNOW tax-free savings account cost me anything?
    • How much can I deposit in a SatrixNOW tax-free savings account? What are my limits?
    See all docs
  • Withdrawing Funds on SatrixNOW

    • What does Settled Cash on SatrixNOW mean?
    • What does Unsettled Cash on SatrixNOW mean?
    • How long does it take till I can withdraw my money on SatrixNOW?
    • When can I withdraw my money on SatrixNOW?
    • When will the money reflect in my bank account?
    See all docs
  • Manage your SatrixNOW account

    • Can I take my money out of my SatrixNOW account anytime I want?
    • Why do you need my personal information to establish a SatrixNOW account?
    • How does SatrixNOW safeguard the information that I have on file?
    • 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?
    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
  • SatrixNOW Privacy, Trust and Tax info

    • What is a dividend?
    • How does the Dividend process work? sn
    • 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?
    • Where do I find the Terms and Conditions for ETFs on the SatrixNOW Platform?
    See all docs
  • 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
  • Depositing Funds on SatrixNOW

    • How do I deposit funds into my SatrixNOW accounts?
    • SatrixNOW fund deposit by EFT
    • SatrixNOW fund deposit by credit card
    • SatrixNOW fund deposit by SID instant EFT
    • What reference should I use when depositing funds by EFT?
    See all docs
  • SatrixNOW Glossary

    • SatrixNOW Glossary
  • 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 SatrixNOW Minor account?
    • How do I edit or remove a Recurring Investment on SatrixNOW?
    • What do I need to know about debit orders?
    See all docs
  • Effective Annual Cost (EAC)

    • What is Effective Annual Cost (EAC)?
  • SatrixNOW - Unit Trusts

    • What are Unit Trusts?
    • What are the benefits of investing in Unit Trusts?
    • How can I buy Satrix Unit Trusts?
    • What is the minimum investment?
    • How is my investment protected?
    See all docs
  • Crucial SatrixNOW Documents

    • Crucial SatrixNOW documents
  • 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
  • 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
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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