• Terms and Conditions for the EasyEquities platform
• How will I receive shareholder communications?
• What is the "open market"?
• What is a voting right?
• What is EasyEquities?

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• What costs or fees am I charged for using EasyEquities?
• How do I update my profile?
• What is the difference between my UserID and my Account Numbers?
• What browsers are supported by the EasyEquities platform?
• Are there specific trading times?

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• What price will I receive when I buy/sell securities?
• Can I cancel a purchase or sale order once I have entered my instructions online?
• How are my assets protected?
• When and how will my tax certificate be supplied to me?
• Who is eligible to purchase shares using the EasyEquities platform?

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• What is FICA?
• What FICA documents are required from me when opening an EasyEquities account?
• If I open an account with EasyEquities, but I have an account with GT247.com, do I need to be FICA verified again?
• EE FICA Document Individuals
• EE FICA Documents Minors

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• How do I deposit funds into my EasyEquities accounts?
• Fund deposit by EFT
• Fund deposit by credit card
• Fund deposit by SID instant EFT
• What reference should I use when depositing funds by EFT?

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• How do I get an EasyEquities tax-free savings account?
• Did the tax-free savings account cost me anything?
• What are the benefits of a tax-free savings account?
• What is a tax-free savings account (TFSA)?
• How much can I deposit in a tax-free savings account? What are my limits?

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• Are there any limitations to the number of purchases I can make each day?
• How do I add a debit or credit card to my account?
• What forms of payment are accepted for Equity purchases?
• Can I purchase multiple shares through EasyEquities?
• How does the share purchase process work using EasyEquities?

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• How do I sell instruments I hold on EasyEquities?
• Can I sell just my fractional position?
• What price did I receive when I sold my shares?
• Where can I find my sale confirmation?
• Why can I not sell my entire holding in a particular instrument?

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• Why do I pay a bundle fee?
• Why should I consider buying a Bundle?
• What is Risk vs. Return or Risk vs. Reward and how might it affect my decisions?
• What is a managed portfolio?
• Why is my recent bundle purchase showing no value?

• What is an ETF?
• What are the benefits of investing in ETFs?
• What is a Mutual Fund?
• ETFs available on EasyEquities

• How does the annual investment increase work?
• What do I need to know about debit orders?
• What is a Recurring Investment?
• How do I set up a Recurring Investment?
• How do I edit or remove a Recurring Investment?

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• Will you be adding more shares and ETFs to your EasyEquities USD account offering?
• How do I deposit funds into my EasyEquities USD account?
• Why do I need to agree to the US Terms and Conditions?
• What reference should I use when transferring funds by SWIFT transfer?
• Helpful bank information for SWIFT payments

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• Why should I consider buying a basket?
• How many shares can be in a basket?
• When can I sell my shares?
• Why do I pay a Basket fee?
• Why would I remove a share from a basket?

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• How do I transfer my portfolio to EasyEquities?
• How much does it cost me to transfer my existing Equity portfolio to EasyEquities?
• Are there any tax implications when transferring my equity portfolio from my existing broker to EasyEquities?

• Can I take my money out of my EasyEquities account anytime I want?
• Why do you need my personal information to establish an EasyEquities account?
• How does EasyEquities safeguard the information that I have on file?
• Can I "opt" to receive paper copies of my equity/share documents?
• How do I transfer my account to another broker-dealer?

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• What does Settled Cash mean?
• What does Unsettled Cash mean?
• How long does it take till I can withdraw my money?
• When can I withdraw my money?
• When will the money reflect in my bank account?

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• Update to Terms and Conditions - 31 May 2016 - Introduction of Baskets
• Update to Terms and Conditions - 8 July 2016 - Reduction in Settlement Period
• Update to Terms and Conditions - 16 August 2016 - Recurring Investment, Debit order functionality
• Update to Terms and Conditions - 14 November 2016 - Introduction of Bundles
• Update to Terms and Conditions - 22 September 2017 - General changes

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• Where do I find the Terms and Conditions on the EasyEquities Platform?
• Summary of EasyEquities Terms and Conditions

• GLOSSARY

• What are dividends, and how/when do I get them?
• Do I receive dividends for the fractional share rights?
• What are Initial Public Offerings?
• What are corporate actions?
• Non-elective vs. Elective events

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• Excluded Instruments settings
• Transaction Fees settings - Excluded vs Inclusive

• Crucial EasyEquities Documents

• What is the EasyEquities retirement Annuity Fund (Easy RA)?
• How do I know that the Easy RA is a legally registered fund?
• What are the benefits of the Easy RA?
• How do I get an Easy RA?
• How much can I contribute to the Easy RA? What are my limits?

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• Can I withdraw cash from my preservation fund?
• I have retired, what should I do now?
• Can I transfer my Preservation Fund to another provider?

• What is Investment Fraud Insurance?
• Is Investsure a complicated product?
• How different is Investment Fraud Insurance from normal insurance?
• How much does Investment Fraud Insurance cost?
• What happens with Investment Fraud Insurance if the value of my shares increases?

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• When can I claim, how will I know that I can claim and how do I claim?
• Do I need to submit any documents to claim?
• How is the claim calculated?
• What is a limit?
• How fast will my claim be paid?

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• If I sold all my shares, do I get a refund for the annual premium I paid?
• How does a refund get calculated?
• How do I renew my Investment Fraud insurance?
• What if I want to cancel my Investment Fraud insurance policy?
• What happens 1 (one) year after I paid for the cover?

• What is Thrive?
• How does Thrive work?
• What is the Thrive50?
• What are Thrive Activities?
• What is the Thrive Brokerage Benefit?

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• What is a Digital Token?
• What Digital Tokens are available on EasyEquities?
• Can I transfer my Digital Tokens to and from a different provider or exchange?
• How does tax work for Digital Tokens?
• How are my Digital Tokens protected?

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