Back to EasyEquities Submit a ticket
  1. Help Centre Home
  2. Knowledge Base
  3. Getting Started
  4. About EasyEquities
Open navigation

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 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 


Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.

© EasyEquities. EasyEquities is a product of First World Trader (Pty) Ltd t/a EasyEquities which is an authorized Financial Services Provider (FSP number 22588). All trades on the EasyEquities platform are subject to the legal terms and conditions to which you agree to be bound. The EasyEquities platform enables users to invest in securities which includes whole shares and fractional share rights (FSRs). EasyEquities acts as an agent for the issue of whole shares, where the investor is the registered owner of those shares, entitled to dividends, participation in corporate actions and all the economic benefits and risks associated with share ownership.

In respect of FSRs, EasyEquities acts as principal to a contract for difference issued to the investor, where the investor will have a contractual claim against EasyEquities to the economic benefits and risks associated with share ownership (price movements and dividends) without having ownership rights in the underlying share. Fractional share rights (FSRs) which are issued through a contract for difference, are an over the counter derivative. Unlike whole shares, FSRs do not carry any voting rights. As the investor makes further investments in FSRs and ultimately ends up with a whole share, the contract for difference is closed out and ownership whole share is delivered to the investor.

The availability of any share on the EasyEquities platform is based on various factors but is not an indication of value and does not mean that any share is an appropriate investment for you.

The availability of any share on the browse shares page does not necessarily indicate any contractual relationship between EasyEquities and the listed company, or the payment of fees for services. Brand Logos are owned by the respective companies and not by EasyEquities. The use of a company’s brand logo does not represent an endorsement of EasyEquities by the company, nor an endorsement of the company by EasyEquities, nor does it necessarily imply any contractual relationship. Further investment disclosures are available on the EasyEquities website.

* 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; Australian prices are delayed by 20 minutes.

EasyEquities is a subsidiary of Purple Group Limited, a company listed on the JSE Limited (PPE)