Crucial EasyEquities Documents

Cost Profiles:

Account
Document
EasyEquities ZAR and TFSA
Click Here
EasyEquities Retirement Funds
Click Here
EasyEquities USD
Click Here
EasyEquities AUS
Click Here
EasyEquities UKClick Here
EasyEquities EUR
Click Here
Thrive Brokerage BenefitClick Here
Thrive RulesClick 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
EasyCreditClick 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 FundClick Here
EasyEquities Preservation Pension Fund
Click Here
EasyEquities Preservation Provident Fund
Click Here


Bundle Mandates:

MandateDocument
Conservative IncomeClick Here
GrowthClick Here
Growth and IncomeClick Here
Aggressive GrowthClick Here

Other Documents:

Document
Link
Terms of Use
Click Here
POPI ConsentClick Here
Privacy Notice
Click Here
Complaints ProcessClick 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 2Click Here
Outcome of Request and Fees Payable – Form 3Click Here 


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