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How do I find my SX number / user ID for use on my TFSA transfer request form?

To find your SatrixNOW TFSA account number, you must:

1. Ensure you select your TFSA account from the account ribbon, which runs horizontally across the page just below the SatrixNOW logo at the top of the page.

2. Make sure you are on the "Account Overview" page of the site. You can do this by selecting 'Account Overview' from the stack-menu just to the left of the Satrix logo in the top navigation bar.

Once you have selected the TFSA account and the Account overview page, the TFSA account number will be displayed on the right hand side of the screen, just below the account ribbon.

The full TFSA account number, which you will use as your reference for deposits as well as your account number for the transfer of TFSA holdings from other Financial Services providers, starts with the letters SX and will look like this SXoooooo-ooooo, where the o's in the example represent the numbers unique to your account.

For the TFSA transfer form, we require ONLY the first part of the number before the minus sign / hyphen and ask that you please replace the o's after the minus sign / hyphen with the words "TFSA transfer" as follows:

SXoooooo - TFSA Transfer

Please Note

The form contains empty squares to guide you on on the entry of your 5/6 digit SX number / userID.

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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.