Thinking about how you’re going to maintain your lifestyle as you get older?
EasyEquities retirement accounts are cost-effective and allow you to have a holistic view of your investments, empowering you to see how all your assets work together.
With access to a wide range of products from the top providers in the country, EasyEquities ensures that you can tailor your investment strategy to suit your unique needs and goals.
Transfer your retirement account to EasyEquities and take advantage of our benefits:
Tax-free retirement savings
Flexibility and easy online accessibility
Investment variety
Unique investment approach
Once you've submitted this form, you'll receive an email from us requesting a few documents to get the process started. To ensure a smooth experience, please have the following ready:
A copy of your ID
SARS correspondence that includes your tax number
Lastly, please activate your EasyEquities RA or Preservation Fund account on the platform if you haven't already done so. Thanks for choosing us for your retirement journey!
EasyWealth is a product of First World Trader (Pty) Ltd t/a EasyEquities (registration number 1999/021265/07) which is an authorized Financial Services Provider (FSP number 22588) and a registered credit provider (NCRCP 12294).The contents of this website are for information purposes only. The information listed herein is of a factual nature and must not be construed as financial advice. The value of financial products can go down, as well as up, as a result of a variety of factors depending on the type of financial products such as a change in the value of the underlying investments, company profits, future prospects and more general market factors. An investor may not recoup the full amount invested. Source of performance data: EasyEquities platform. Past performance is not necessarily an indication of future performance. All performance figures reported are the actual performance of the model portfolio taken from the EasyEquities platform. Bundles without model portfolios (static weights) are excluded. The volatility is calculated as the annualised standard deviation of monthly percentage returns. For periods greater than 1 year, performance is annualised. Forecasts, illustrations, hypothetical data and examples are for illustrative purposes only and are not guaranteed to occur. Any projections contained in the information are estimates only and are not guaranteed to occur. The projections, if any, are subject to market influences and contingent upon matters outside the control of the company, so may not be realised in the future. The investment value, if any, of a financial product is not guaranteed.
Postal address: Postnet Suite 247, Private Bag X1, Melrose Arch, 2076. Physical address: WeWork - Coworking Office Space, 173 Oxford Road, Rosebank, Gauteng, 2196. Telephone number: 087 940 6000. Email: helpme@easyequities.co.za Website: www.easywealth.co.za. The complaints policy, conflict of interest management policy and full disclosure required in terms of the Financial Advisory and Intermediary Services Act, 2002 can be found on the website: www.easyequities.co.za.
