The Satrix Investment Plan makes it simple for anyone to invest in Satrix. You can start with a single amount of just R1000 - or you can invest as little as R300 per month through a debit order. It's that easy. In this section of our website, you'll find everything you need to get started through the Satrix Investment Plan, including FICA requirements. Once you're a Satrix investor, here's where you'll find how your investment is doing, through your online statement.

Satrix Managers (Pty) Ltd have outsourced the administration and maintenance of the share registers for Satrix securities, transacted through the Investment Plan, to Automated Outsourcing Services (Pty) Ltd (AOS). AOS is a registered administrator with the Financial Services Board (FSB). Fees for the administration of the investment are paid to AOS and AOS assumes the liability for the administration of this scheme.

Download an Investment Plan Brochure

You can change your debit order amount; switch from one Satrix product to another; make an additional lump sum investment; or sell, part or all, of your Satrix securities.

Investment Plan forms   Form 1 - New Business Application Form 2 - Additional Investments Form 3 - Repurchase Form 4 - Debit Order Amendment Form 5 - Switch Application Form 6 - CSDP Transfer Form 7 - Transfer Application Form 9 - Debit Order (additional investment)

AOS   Investor Portal Registrations (for clients who already have an account open) Quick Investor Statement View (for clients who already have an account open) Investor Portal Sign In (for clients who already have an account open)

Investment Plan Administration Fees (for both lump sum and debit order investments)

Annual administration fee: (calculated daily and deducted quarterly)

Total Investment Per Fund	Fee
R0 to R100 000	0,80%
R100 000 to R250 000	0,75%
R250 000 to R1 000 000	0,70%
R1 000 000 to R3 000 000	0,50%
R3 000 000 or more	0,45%

Transaction Fees
Debit order fee: R3.50
Stock brokerage fees: 0.10% (buying and selling)
Nominal Strate and Investor Protection levies will also be charged.
Where a financial adviser is used, commissions will be charged (as scheduled in Section 8).
All fees quoted are exclusive of VAT.  VAT will be levied where applicable