- Product Info
- Optional Extra
- Learn
- Shares 101
- Roadmap to Wealth
- How to Select my Shares
- Understanding Investing
- Understanding Markets
- Analysing a Company
- Managing my Portfolio
- Investing in Krugerrands
- Calculators
- Shares FAQ
- Krugerrands FAQ
- Share Swarm
Downloads
Share Investing
Learn more about shares and investing with our simplified investment solution. With Share Saver, you can invest in the top 100 JSE listed shares, which means you don't have to choose. You can choose from a pre-selected basket of suggested JSE blue chip shares and exchange traded funds with Share Builder. Invest online with the full list of JSE listed shares in real-time trading within an integrated platform which allows you take control of your portfolio with Share Investor. With Tax-Free Share you can invest tax free in the top 100 companies on the JSE, and you don't even have to choose your own shares. All capital gains, interest earned and dividends received are tax free.
Download a Share Investing brochure - (Eng) (PDF) 415kb
Share Investing Service Agreements and T & Cs
Download the latest version of the Share Saver, Share Builder and Share Investor service agreements and T & Cs and get all the necessary information. The service agreement is an easy to follow and easy to understand document. The terms of the agreement are clearly laid out and are fully covered within the PDF file. If you need assistance you can contact us on: 087 346 8378
Share Investing (Share Builder and Share Investor) mandate - (PDF) 170kb
Share Investing Terms and Conditions - (PDF) 145kb
Tax-Free Share Account Mandate - (PDF) 337kb
Tax-Free Share Account Share-Saver Addendum - (PDF) 304kb
Tax-Free Share Account Terms-and-Conditions - (PDF) 244kb
Krugerrand T and Cs and delivery
Download the latest version of the Krugerrand T & Cs as well as the Krugerrand delivery T & Cs (should you wish to take physical ownership of your coins). The terms of the agreements are clearly laid out and are fully covered within the PDF file.
If you need assistance you can contact us on:
087 346 8378
Krugerrand Terms and Conditions - (PDF) 201kb
Krugerrand Delivery - (PDF) 47kb
Dividends Withholding Tax (DWT) guide and forms
As part of the February 2011 Budget speech, Minister of Finance Pravin Gordhan announced that Dividend Withholding Tax (DWT) will come into effect from 01 April 2012. This will replace the current Secondary Tax on Companies (STC).
Please download the Dividends Tax Guide and relevant exemption forms to understand the impact it may have on your investment with us.
If you'd like to read more about DWT, please visit the SARS website .
SARS
With the increasing number of broad-based employee share incentive schemes, more and more people are becoming share owners. This guide summarises some of the key aspects shareholders need to be aware of in computing their liability for income tax and capital gains tax (CGT). This guide is primarily aimed at individuals who own shares in their own names. However, many of the principles covered apply equally to companies and trusts, and when appropriate the more obvious differences in the treatment of these entities have been highlighted
Download a SARS Share investment and tax guide - (PDF) 344kb
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Rights Issue
Download information on Rights Issues - (PDF) 93kb