ETFs are easily accessible to both individual and institutional investors. The usual means of acquiring ETF securities is to purchase these directly from the securities exchange (e.g. JSE) through an accredited stockbroker. The costs of this transaction are similar to any share transaction and are usually significantly lower than the costs of dealing with the manager of a unit trust. Alternatively through an investment plan or the Manager.
Through a stockbroker
A registered member of the JSE (i.e. a stockbroker) can execute your purchase or sale order through the JSE's trading system. Please contact your stockbroker, If you do not currently have a stockbroker, contact Absa Stockbrokers:
Tel: 0860 050 403
Website: www.absastockbrokers.co.za
Absa Stockbrokers (Pty) Ltd (Registration Number 1973/010798/07, Johannesburg) is an independent stockbroking company registered with the JSE Ltd. Absa Stockbrokers are members of the South African Institute of Stockbrokers and as such subscribe to the Institute's code of ethics. Absa Stockbrokers is a subsidiary of Absa Group Ltd and complies with Absa's privacy and security policies.
Through an investment plan (debit order)
An investment plan is specially structured for the individual investor to easily access ETFs via a monthly debit order or single lump sum investment.
Automated Outsourcing Services (AOS) Investment Plan
The AOS ETF investment plan may be accessed through the application forms contained in the table below. If you are using an investment plan for the first time, you need to download and complete the 'New Business Application Form'.
| Forms |
Download |
- Lump Sum Additional Investment Application Form (For those who already have an ETF investment plan and who wish to make additional lump sum payments)
|
Click here |
- New Business Application Form
|
Click here |
- Repurchase Application Form (For those wishing to sell their ETF investment plan securities)
|
Click here |
- Debit Order Amendment Form
|
Click here |
- Switch Application Form (For those wishing to switch from one ETF investment plan security to another)
|
Click here |
- CSDP Transfer Form (For those transferring ETF investment plan securities out of the ETF investment plan to another)
|
Click here |
- Transfer Application Form
|
Click here |
- Debit Order Additional Investment Application Form (For those already with ETF investment plans and who wish to make additional debit order payments)
|
Click here |
To manage and monitor your AOS investment plan account online, please click on the following link - AOS ETF Investment Plan
For further information on the AOS ETF investment plan, contact:
Tel: 0861 289 383
Email: etf.nf@aospartner.com
Automated Outsourcing Services [AOS] is an independent financial services outsource company based in South Africa. AOS provides customised fund administration services as well as business and technology solutions on an outsource basis to both its local and international partners [clients] through exceptional service and technology. AOS was established in 1997 and is majority black owned company.
Absa Investment Management Services (AIMS) Investment Plan
Currently AIMS offer NewGold and NewRand through their investment plan
For further information on the AIMS investment plan, contact:
Tel: 0860 122 122
Email: aimscc@absa.co.za
Absa Investment Management Services (AIMS) specialises in the administration and management of unit- linked investments as well as in multi investment management. AIMS cater for discretionary saving investments, retirement solutions, guaranteed offerings and offshore investing on a single investment platform thereby providing a full spectrum of investment solutions with access to the complete range of South African unit trust funds as well as select offshore unit trust offerings and local ETFs.
Through the Manager
Tel: 011 895 5117