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Setting Up My SatrixNOW Account FAQs

Learn how to effortlessly set up your SatrixNOW account with our user-friendly FAQ guide. Register, invest in ETFs and unit trusts, and manage your investments hassle-free. 

Account Access and Management

How do I access my SatrixNOW Adviser account?

To access your account, click here to set your password using your Broker code. An OTP will be sent to your registered email address for verification.

How do I reset my password?

Reset your password here. If your cell number has changed, contact us at advisers@satrixnow.co.za for assistance.

Client Support and Statements

How do I get a statement for my client?

Login to your SatrixNOW Adviser account, navigate to "Broker Dashboard," select the client, click "Detailed View," and access statements under the "Statements" section. For statements before 1 Jan 2020, email advisers@satrixnow.co.za.

How do I change a debit order instruction for my client?

Submit the completed Investment Amendment Form signed by your client.

Where can I find forms for manual transactions?

Email advisers@satrixnow.co.za for forms to transact manually on behalf of your clients.

What if my client prefers not to login and transact on the platform?

Clients who opt not to use the online platform can still invest but will incur an additional administration cost of 0.05% per annum on their entire portfolio. To activate their account without online access, complete the Manual Activation Form provided and send it to advisers@satrixnow.co.za. This additional cost covers administrative handling outside the platform.

Financial Metrics Explained

What is the IRR (Internal Rate of Return)?

The IRR calculation takes all fees, the time of investment, additional investments and withdrawals into account and then calculates the growth of the investment in a meaningful way. The IRR for the period is available on the monthly statements.

What is the EAC (Effective Annual Cost)?

The Effective Annual Cost (EAC) is a measure which has been introduced to allow clients to compare the charges they incur and the impact on investment returns when investing in different Financial Products. It is expressed as an annualised percentage. New investors can view the EAC associated with a trade at satrix.co.za/products.

What is the EAC (Effective Annual Cost)?

The Effective Annual Cost (EAC) is a measure which has been introduced to allow clients to compare the charges they incur and the impact on investment returns when investing in different Financial Products. It is expressed as an annualised percentage. New investors can view the EAC associated with a trade at satrix.co.za/products.

What is the TIC (Total Investment Cost)?

The TIC comprises the Total Expense Ratio (TER) and Transaction Costs (TC). It's an indicator of the overall costs associated with an investment. For details specific to a fund, please refer to the MDD (Minimum Disclosure Document) available for the relevant fund at satrix.co.za/products.

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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.