Cost Profiles:
Account | Document |
---|---|
EasyEquities ZAR and TFSA | Click Here |
EasyEquities Retirement Funds | Click Here |
EasyEquities USD | Click Here |
EasyEquities AUS | Click Here |
EasyEquities UK | Click Here |
EasyEquities EUR | Click Here |
Thrive Brokerage Benefit | Click Here |
Thrive Rules | Click Here |
Please note: There are separate documents for Terms and Conditions and Cost Profile that govern the EasyEquities ZAR, EasyEquities USD, EasyEquities Retirement Funds and the EasyEquities AUS, EasyEquities UK and EasyEquities EUR accounts.
Terms and Conditions:
Account | Document |
---|---|
EasyEquities ZAR and TFSA | Click Here |
EasyEquities Retirement Funds | Click Here |
EasyEquities USD | Click Here |
EasyEquities AUS | Click Here |
EasyEquities UK | Click Here |
EasyEquities EUR | Click Here |
EasyCredit | Click Here |
EasyCrypto | Click Here |
Please note: There are separate documents for Terms and Conditions and Cost Profile that govern the EasyEquities ZAR, EasyEquities USD, EasyEquities Retirement Funds, EasyEquities AUS, EasyEquities UK and EasyEquities EUR accounts.
Retirement Fund Rules:
Account | Document |
---|---|
EasyEquities Retirement Annuity Fund | Click Here |
EasyEquities Living Annuity Fund | Click Here |
EasyEquities Preservation Pension Fund | Click Here |
EasyEquities Preservation Provident Fund | Click Here |
Bundle Mandates:
Mandate | Document |
---|---|
Conservative Income | Click Here |
Growth | Click Here |
Growth and Income | Click Here |
Aggressive Growth | Click Here |
Other Documents:
Document | Link |
---|---|
Terms of Use | Click Here |
POPI Consent | Click Here |
Privacy Notice | Click Here |
Complaints Process | Click Here |
FAIS Disclosure | Click Here |
Important FAIS & CIS marketing material disclosures | Click Here |
Access to Info Manual (English) | Click Here |
Access to Info Manual (Sesotho) | Click Here |
Access to Info Manual (Zulu) | Click Here |
Request for access to record – Form 2 | Click Here |
Outcome of Request and Fees Payable – Form 3 | Click Here |
EasyCrypto Bundle Rules | Click Here |