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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

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 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 

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 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 Policy
Click Here
Complaints ProcessClick Here
FAIS Disclosure
Click Here
Access to Info ManualClick Here 
Securities Lending SummaryClick Here


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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.

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* 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)