Accounts and eligibility
Sections ↑EasyEquities is a South African investment platform for local and international securities. This profile covers accounts offered by First World Trader (Pty) Ltd. Its ZAR, tax-free and foreign-currency accounts have different product, fee and withdrawal rules; the currency label alone does not create a direct account with a foreign regulated broker.[2][42][36]
Reference table01
South African investment accounts
| Attribute | ZAR investment account | Tax-Free Savings Account |
|---|---|---|
| Currency | South African rand | South African randSource 2 |
| Investment range | Local shares and other supported investments | Tax-free eligible ETFs, AMETFs, government bonds and unit trusts; supported Baskets/BundlesSource 2Source 9 |
| Minimum initial deposit | None | NoneSource 3Source 30 |
| Share/ETF brokerage | 0.25% each side | 0.25% each sideSource 3Source 30 |
| Primary distinction | Ordinary taxable investment account | Eligible investment returns receive South African tax-free treatment, subject to contribution rulesSource 2Source 47 |
Reference table02
International currency accounts
| Attribute | USD account | AUD account | GBP account | EUR account |
|---|---|---|---|---|
| Market focus | US shares and ETFs | Australian shares and ETFs | UK securities | European securitiesSource 2 |
| Account currency | US dollar | Australian dollar | Pound sterling | EuroSource 2 |
| First-deposit minimum | None in published tariff | None in published tariff | None in published tariff | None in published tariffSource 31Source 32Source 33Source 34 |
| Published brokerage | 0.25% each buy/sell | 0.25% each buy/sell | 0.25% each buy/sell | 0.25% each buy/sellSource 31Source 32Source 33Source 34 |
The facts03
Additional account routes
| Measure | Value | Context |
|---|---|---|
| Retirement Annuity | Separate retirement-fund account | Activate the RA account and add beneficiaries. Contributions are retirement money with restricted access; a mistaken deposit is not normally reversible. Monthly contributions are not compulsory.Source 10 |
| Preservation and living annuity | Separate retirement arrangements | The site also provides preservation funds and a living annuity. These are not ordinary share-trading cash wallets.Source 2Source 11 |
| Minors and organisations | Dedicated verification routes | The opening guide supports guardian-operated minor accounts, companies, close corporations, partnerships, trusts and other legal persons such as investment clubs. Documents differ by holder type.Source 4 |
Process04
Registration and account activation
| Step or applicant | Published process |
|---|---|
| South African individual | Register with accurate identity and contact information. Automated identity verification often needs no uploaded documents; manual checks may be requested.Source 4 |
| Verification timing | The current FICA guide says most automated checks finish within 1–2 hours, with some taking longer. It directs customers to support if still pending after two business days; this is not a guaranteed approval time.Source 5 |
| Foreign national | Use a valid foreign identity document or passport and a recent clear facial image. The stated ZAR route requires SA residence and recent matching bank confirmation; use the 13-digit SA ID if held.Source 6 |
| Residence and visible accounts | The FICA guide says foreign residents outside South Africa and the Common Monetary Area normally see USD and demo accounts. Account visibility is not proof of eligibility for South African tax benefits.Source 5 |
| Bank verification | Identity approval and bank verification are separate. Bank details must be verified for withdrawals and bank debit orders.Source 5 |
| Currency-account activation | Use Account Management → Add and Manage Accounts → Activate New Account, then use the deposit instructions belonging to that currency account.Source 19 |
The facts05
Tax-free contribution limits
| Measure | Value | Context |
|---|---|---|
| Current annual allowance | R46,000 from 1 March 2026 | SARS applies the limit across all the individual’s tax-free investment accounts; the lifetime contribution cap remains R500,000.Source 47 |
| Excess and replacement contributions | 40% tax on contributions above the limits | Unused annual room is not carried forward. Withdrawing and later redepositing uses contribution room again; returns retained inside the account do not consume the allowance.Source 47 |
Products and markets
Sections ↑Availability06
What the account gives exposure to
| Product | Ownership or access |
|---|---|
| Whole shares and ETFs | A whole security creates beneficial ownership with dividend and corporate-action rights. Holdings are registered through nominee custody.Source 27 |
| Fractional Security Rights | ZAR, AUD, GBP and EUR agreements describe FWT-issued contractual exposure to a fraction of a security. FSRs have no voting rights; accumulated fractions can become a whole security.Source 1Source 37Source 38Source 39 |
| USD fractions | The US agreement instead gives a contractual claim against the appointed US Broker for the fraction’s value. It does not give voting rights until a whole security is delivered.Source 36 |
| Funds and bonds | The platform includes unit trusts and bond products. Tax-free accounts are limited to eligible investments; ordinary listed shares are not interchangeable with the TFSA product menu.Source 2Source 9 |
| Other Easy products | EasyProperties, EasyCrypto and retirement products have separate product terms. Their marketing, liquidity and fees should not be treated as the terms of an ordinary ZAR share account.Source 8Source 10 |
Trading costs and account charges
Sections ↑The advertised 0.25% brokerage is charged on purchases and sales. Clearing or settlement, applicable taxes and selected service fees are additional components. Dealing percentages apply to each buy or sell; ongoing fees use the separate balance or time basis shown in their row.[3]
Reference table07
ZAR share and ETF cost components
| Charge | ZAR account | TFSA account |
|---|---|---|
| Brokerage | 0.25%; minimum R0.01 | 0.25%; minimum R0.01Source 30 |
| Settlement/admin | 0.0795% | 0.0795%Source 30 |
| Investor protection levy/admin | 0.00031% | 0.00031%Source 30 |
| Share-purchase STT/admin | 0.25% where applicable | N/ASource 30 |
| VAT | 15% on applicable fees | 15% on applicable feesSource 30 |
Reference table08
International securities: base dealing charges
| Charge | USD | AUD | GBP | EUR |
|---|---|---|---|---|
| Brokerage, each side | 0.25% | 0.25% | 0.25% | 0.25%Source 31Source 32Source 33Source 34 |
| Clearing/admin, each side | 0.31% | 0.31% | 0.31% | 0.31%Source 31Source 32Source 33Source 34 |
| Brokerage + clearing, before tax | 0.56% | 0.56% | 0.56% | 0.56%Source 31Source 32Source 33Source 34 |
| Additional purchase/sale levies | US sale levies: see dated-rate check below | No separate stamp charge listed | 0.5% stamp tax on chargeable purchases | 1% on chargeable Irish-security purchasesSource 31Source 32Source 33Source 34 |
| Ordinary telephone trade | USD 4 | AUD 4 | GBP 2 | EUR 3Source 31Source 32Source 33Source 34 |
| Portfolio transfer to another broker | USD 25 per counter; USD 50 cash transfer | AUD 25 per counter; AUD 50 cash transfer | GBP 20 per counter | EUR 20 per counterSource 31Source 32Source 33Source 34 |
The facts09
US regulatory-rate check
| Measure | Value | Context |
|---|---|---|
| SEC sales levy | USD 20.60 per USD 1 million of covered sales | The SEC rate effective 4 April 2026 is 0.00206%. The currently linked November 2024 USD tariff still prints a different SEC rate; its historical pass-through figures should not be reused as current regulatory rates.Source 49Source 31 |
| FINRA Trading Activity Fee | Assessment paused for 1 October–31 December 2026 | The immediately effective filing sets the member-level TAF to zero for this period. This does not establish which other administration charges EasyEquities may collect; check the itemised trade confirmation.Source 50 |
The facts10
Currency conversion costs
| Measure | Value | Context |
|---|---|---|
| EasyFX transfer charge | 0.5% of the transferred amount, plus applicable tax | The transfer charge is separate from the rate adjustment built into the conversion quote.Source 33 |
| Published conversion-rate adjustment | ZAR pairs: 0.7%; other listed crosses: 0.6% | Quotes use fixed windows. The rate adjustment and 0.5% transfer fee both contribute to conversion cost.Source 32Source 33Source 34 |
The facts11
Optional services and continuing charges
| Measure | Value | Context |
|---|---|---|
| Recurring purchase | Additional 0.1% of the investment amount | This is added to applicable dealing charges; a recurring cash deposit and a scheduled investment are different instructions.Source 31Source 29 |
| Advanced orders | Additional 0.35% on supported non-market orders | Eligibility is instrument-specific. The order guide describes this as an administration charge above normal brokerage.Source 15 |
| Unit trusts | Annual platform fee: 0.25% of NAV | Additional fund/product charges may apply.Source 30 |
| Live price updates | R10 for 50 EasyCredits; R20 for up to 250 | Credits pay for individual live-price requests, are non-transferable and cannot be redeemed for cash. They do not provide a promise of execution at the displayed price.Source 16 |
| Retirement products | Separate administration and withdrawal tariffs | The retirement-fund tariff lists 0.3% of NAV administration and a savings-component withdrawal fee of 0.5% before tax, capped at R500. The living-annuity tariff separately lists 0.4% of NAV administration; additional investment costs remain.Source 45Source 46 |
| ZAR free cash | Prime minus 3.5 percentage points | Less annual cash-management fees including VAT: R0–R100,000 1.75%; R100,000–R1 million 1.50%; R1 million+ 1.27%. Published boundaries overlap. Daily accrual; monthly posting.Source 30 |
Pricing & charges12
Monthly charges, inactivity and closure are different
| Rule | Trigger and consequence |
|---|---|
| Thrive monthly fee | R25 including VAT when the month ends below Level 3, unless exempt. Depositing more than withdrawing during the month earns three levels; a trade is not required for that route.Source 12 |
| Published exemptions | Level 3 or above; age 21 or younger; age 65 or older; corporate bodies; an active EasyCredit loan or EasyProtect policy. Retirement-fund accounts are excluded from fee deduction.Source 12 |
| Fee collection | The October 2026 Benefit Statement takes available EasyMoney first, then eligible account cash, then the highest-NAV account if cash is insufficient. A foreign-currency account can pay the rand-equivalent fee.Source 41 |
| Unpaid balance | The Thrive recoupment FAQ provides at least 14 business days’ email notice before recovery by investment sales. Its default is a proportional sale of tradeable holdings in the selected highest-NAV account.Source 13 |
| Inactive-account closure | The July 2025 ZAR agreement allows closure after zero NAV plus 12 consecutive months without the listed funding, trading or transfer activity.Source 35 |
| Older international dormancy clause | June 2022 GBP/EUR agreements specify 24-month dormancy and a fee. Its amount is absent from the March 2026 tariffs; do not assume a zero charge.Source 38Source 39Source 33Source 34 |
Platforms and trading conditions
Sections ↑Platforms & products13
Order placement and monitoring
| Feature | Practical terms |
|---|---|
| Access | EasyEquities web access and its Android/iOS apps; selected bank-app integrations expose a subset of platform functionality.Source 8 |
| Displayed price versus execution | The order guide describes delayed display prices and live-market execution. Live-price requests are a separate paid feature; display delay can vary by exchange.Source 15Source 16 |
| Order choices | Market, basic limit and eligible advanced buy/sell limits, break, stop-loss and take-profit orders. Availability covers selected ZAR, USD, AUD, GBP and EUR instruments and can change with liquidity.Source 15 |
| Existing orders | The guide permits one buy and one sell order per instrument. Cancel an existing stop-loss or take-profit before attempting a manual sale; pending orders can be cancelled or updated.Source 15 |
| Uncertain execution | If platform and personal records differ, the agreement gives the broker’s records priority absent dishonesty. It directs the client to telephone promptly and keep their own instruction records.Source 35 |
Deposits, withdrawals and cash availability
Sections ↑Transfer terms14
Funding routes
| Method | Cost, timing or eligibility |
|---|---|
| Manual ZAR EFT | No EasyEquities deposit fee; the help guide quotes 1–2 business days to reflect. Use the exact reference for the selected account. Sending-bank charges can apply.Source 18 |
| Deposit charges | Stitch card: 2%; Adumo card: R1.60 + 2.2%; Ozow Instant EFT: 1%. Applicable tax is additional.Source 30 |
| Stitch Instant EFT | Table: 1%; explanatory note: 2%. Confirm the payment quote.Source 30 |
| EasyFX | Available to eligible adult SA citizens/permanent residents with an SA ID. Fund ZAR first, choose the destination currency and confirm the quote. The guide says transfers run hourly on weekdays.Source 19 |
| Exchange-control allowance | The 2026 SARB circular increased the annual adult single discretionary allowance to R2 million. Usage is aggregated, not a fresh allowance at each broker; further transfers follow separate requirements.Source 48 |
| Offshore bank / SWIFT | Use the currency account’s displayed instructions and unique reference. The guide quotes 3–5 business days or longer for SWIFT; sending and receiving banks may charge even when EasyEquities does not.Source 19 |
| Namibia, Lesotho and Eswatini | CMA funding follows cross-border SWIFT/forex procedures. The help guide states a R150 processing minimum and possible bank charges.Source 20 |
Transfer terms15
Deposited money: published withdrawal locks
| Funding origin | Lock before bank withdrawal |
|---|---|
| EFT and Instant EFT | 5 daysSource 22 |
| Bank debit order | 60 daysSource 22 |
| Credit/debit card | 10 daysSource 22 |
| Redeemed gift card or voucher | 14 daysSource 22 |
| Promotional voucher | 3 years under the general help rule; campaign terms also matterSource 22 |
Process16
Selling and taking money out
| Stage | What to expect |
|---|---|
| Settlement | EasyEquities describes a platform release period of up to five business days after sale. Its help page distinguishes this from the JSE’s T+3 process. Sale proceeds can be reinvestable while not yet withdrawable.Source 23 |
| Request withdrawal | Use My Funds → Withdrawals, verify the bank details and use the displayed withdrawable amount. Requests after 14:00 on weekdays, or on weekends/public holidays, are processed on the next business day.Source 21 |
| Bank arrival | The withdrawal guide indicates about 2–3 working days after a request is processed, depending on the bank. This is additional to settlement and any payment lock.Source 21 |
| Early settlement | Additional 0.2% of the selected early-settled value. The guide uses a noon business-day cut-off for same-evening processing; after that it indicates the next business evening. A separate withdrawal request is still required.Source 24 |
| Early-settlement limit | It accelerates eligible unsettled sale proceeds, not a debit-order, card or promotion lock. Selecting more transactions than needed can add fees without releasing more cash.Source 24 |
| USD bank destination | A bank account in the client’s own name that accepts international payments; correct SWIFT details are required. Alternatively convert back to ZAR through EasyFX. Receiving-bank and currency-conversion costs can apply.Source 25 |
| Retirement savings | Ordinary withdrawal steps do not apply to the entire RA balance. Savings-component access is limited and taxable; the current RA guide says submitted requests cannot be cancelled.Source 10Source 11 |
At a glance17
October 2026 rewards: earning is different from withdrawing
| Item | Current treatment |
|---|---|
| Brokerage and EasyFX rebates | Levels 0–10 give 0–100% of eligible brokerage and 0–20% of eligible EasyFX fees back as EasyMoney. Full fees are charged first; telephone trading, DMA, Bundles and Baskets are excluded from the brokerage rebate.Source 14 |
| Credit timing and value | Earned allocations are credited within the first ten business days of the following month. EM10 has an indicative value of R1, subject to change; EasyMoney is loyalty currency, not a bank deposit.Source 40 |
| Ordinary reward lock | Ordinary allocations have a three-year cash-withdrawal lock. Investing or converting them does not remove it. The portfolio-transfer campaign below has a different five-year lock.Source 41Source 53 |
| Using the reward | Transfer available EasyMoney into a participating account to invest or offset fees. EasyCrypto and EasyTrader transfers require unlocked EasyMoney.Source 41 |
| Referral reward | A successful referral earns the referrer EM500 after the new customer’s first deposit; the referred customer separately receives R50 cash under the offer. Verification and referral conditions apply.Source 41Source 12 |
| Older EasyMoney balance | The pre-October balance was renamed Brokerage Benefit and retains its previous treatment; it was not converted into the new reward balance.Source 14 |
Transfer terms18
Portfolio-transfer promotions: October 2026 terms
| Campaign or condition | Reward and withdrawal restrictions |
|---|---|
| BringItAllHome reward | 1% of an eligible external portfolio transfer, plus up to 1% Thrive boost. The combined cap is R50,000 per client.Source 53 |
| Claim and payment | Approved, verified account; complete the transfer and submit code BringItAllHome in the survey within three months. Base payment is due by the following month-end; TFSA bonuses go to ZAR.Source 53 |
| Five-year lock | Both the portfolio-transfer bonus and its boost have five-year cash locks. The transferred value has a separate three-year retention condition; qualifying withdrawals/transfers can trigger clawback.Source 53 |
| Excluded transfers | Satrix, internal EasyEquities transfers, beneficial-owner changes and corporate share schemes are excluded. Other eligibility conditions apply.Source 53 |
| Retirement-fund / RA transfer | Separate offer for qualifying SA residents: 1% into ZAR, normally two 0.5% tranches after Form H and completed transfer, each within seven business days. If no Form H precedes completion, the full 1% follows completion.Source 54 |
| Retirement reward limits | The base retirement bonus is locked for three years from successful transfer; an early tranche is already locked. The up-to-1% Thrive boost has its own three-year allocation lock. Early withdrawals/transfers can cause recovery; failed transfers permit advance recovery.Source 54 |
| Living annuities | Excluded from the advertised transfer campaign. Retirement-asset access remains governed by the particular retirement product.Source 52 |
The facts19
Closing or transferring an account
| Measure | Value | Context |
|---|---|---|
| Ordinary closure | Sell or transfer holdings, withdraw available cash and submit a closure ticket | After closure, statements and tax certificates must be requested from support. Outstanding fees and unsellable holdings can delay the process.Source 26Source 13 |
| Locked rewards | A full Thrive Rewards account closure may be delayed until locks expire | The October Benefit Statement says firm-initiated closure forfeits remaining EasyMoney. Check the reward balance as well as the ordinary investment balance.Source 41 |
| ZAR portfolio transfer | R150 per counter; R150 cash transfer | Broker transfers; bank withdrawals differ.Source 30 |
Regulation and client protection
Sections ↑Entities & regulation20
Ownership and protection by holding type
| Holding or protection | Scope and limits |
|---|---|
| Whole securities and unused cash | The company describes segregation through First World Trader Nominees (RF) (Pty) Ltd, separate from FWT’s operating assets. The customer is the beneficial owner of whole securities.Source 27 |
| ZAR fractional rights | A contractual FWT exposure, supported by a security-SPV guarantee in the agreement. On FWT insolvency, recovery is limited to net proceeds of the pledged hedge assets; this is not an unlimited cash guarantee.Source 35 |
| US custody and fractions | US whole securities and related cash use nominee omnibus custody with the appointed US Broker. The August 2024 agreement gives the fractional-value claim against that broker.Source 36 |
| Professional indemnity / fidelity cover | The FAIS disclosure says these policies exceed applicable minimum requirements. It does not publish a per-client limit, shared aggregate, insurer, deductible or current policy period; no numerical insurance entitlement is assigned here.Source 42 |
First World Trader publishes FSP 22588 and ODP 44. The official FSCA search route was inspected, but a current firm-specific register result was not retrievable during this review. The licence entries below therefore identify company-published permissions without marking the live authority status as independently verified.[1][42][51]
Support, dealing and complaints
Sections ↑Official contact routes
Account and funding supportWebsite
https://support.easyequities.co.za/support/tickets/newSource 43Source 26
Scope General queries, verification and account closure
Trading deskTelephone
+27 10 288 8930Source 17
Scope Published locally as 010 288 8930; trade assistance rather than general support
Hours Published desk window: 09:05–16:40; the FAQ does not state a time zone
Trading-desk queriesEmail
[email protected]Source 17Source 35
Scope Include account number and contact number; email is not acceptance of a telephone order
Complaint escalationEmail
System statusWebsite
FAIS OmbudWebsite
https://www.faisombud.co.za/Source 43
Scope Relevant unresolved financial-services complaints following the internal process
The facts21
When the platform is unavailable
| Measure | Value | Context |
|---|---|---|
| Dealing instructions | Speak to an authorised trader and pass the security questions | Give account details, security, buy/sell direction, price and amount. Instructions require acceptance; voicemail and email do not constitute telephone dealing instructions.Source 35 |
| Telephone cost | Ordinary ZAR telephone dealing: R50 per trade | The trading-desk FAQ makes the service free during inaccessible platform updates. International tariffs also waive their telephone charge when the broker’s system is down. The published desk window is not a promise of overnight coverage.Source 17Source 31Source 32Source 33Source 34 |
The facts22
Complaint handling
| Measure | Value | Context |
|---|---|---|
| First response | Acknowledgement within two business days | The linked procedure targets resolution within five business days where possible, with up to six weeks for complex cases. Submit the issue, product, loss and requested resolution through a ticket.Source 43 |
| Escalation | Internal compliance, then the relevant independent route | The procedure lists the FAIS Ombud for qualifying financial-services disputes, the FSCA for relevant unit-trust complaints and separate retirement-fund channels. Use the route matching the product.Source 43 |
Managed investments and additional services
Sections ↑Reference table23
Baskets and Bundles
| Attribute | Basket | Bundle |
|---|---|---|
| Selection | Preselected investment collection | Portfolio managed under a mandateSource 28 |
| Ongoing control | No ongoing manager rebalancing | Manager can rebalance holdings and weightsSource 28 |
| Fee purpose | Upfront intellectual-property/strategy charge | Ongoing management; product-specific expensesSource 28 |
| Exit consideration | Manage the resulting holdings | Disinvest from the Bundle; settlement and instrument liquidity still applySource 28 |
The facts24
Managed-service exit and responsibility
| Measure | Value | Context |
|---|---|---|
| Growth Portfolio mandate | Selling a Bundle ends that Bundle’s mandate | Selling the final Bundle ends the overall mandate. The manager retains discretion over Bundles still held; merely leaving the app is not an instruction to terminate management.Source 44 |
| Manager stops a Bundle | The mandate gives at least one calendar month’s notice | The client can sell the Bundle or receive its underlying securities. The documented default is delivery of the securities if no election is made; the investor must then manage the resulting holdings.Source 44 |
| Fees and interruptions | Voluntary sale does not refund prepaid Bundle fees | The Growth mandate distinguishes voluntary exit from manager-initiated termination, for which proportional fee refunds are described. The service FAQ says rebalancing can temporarily prevent investment or disinvestment.Source 44Source 28 |
| Recurring investment control | Choose bank debit order or available cash where supported | A scheduled free-cash investment needs sufficient available money on its run date. Review the default 10% annual increase and the fee-inclusive/exclusive setting when creating the instruction.Source 29 |
Company background and legal entities
Sections ↑The facts25
Operating background
| Measure | Value | Context |
|---|---|---|
| Brand origin | Created in 2014 | EasyEquities is a product of First World Trader (Pty) Ltd within JSE-listed Purple Group Limited, ticker PPE.Source 7 |
| South African office | Rosebank, Johannesburg | The FAIS disclosure gives WeWork, 173 Oxford Road, Rosebank, Johannesburg, 2196 as the business address.Source 42 |
| Recent customer-facing change | Thrive Rewards introduced in October 2026 | The old reward balance became Brokerage Benefit. This is a rewards-programme change; the reviewed account agreements continue to name FWT as counterparty.Source 14Source 36Source 37 |
- Headquarters
- Rosebank, Johannesburg, South Africa
- Founded
- 2014
Legal entities & licences
These are source-dated records, not a blanket assessment of the broker. Read each issuer, identifier, status and scope together.
First World Trader (Pty) Ltd t/a EasyEquities
| Issuer & identifier | Recorded status | Date & scope |
|---|---|---|
| Financial Sector Conduct Authority22588 | Not verified | Checked 12 Oct 2026FSP number published by the company. The current official search route was inspected, but no live firm-specific result was retrieved; this label does not allege a withdrawal of authorisation.Source 1Source 42Source 51 |
| Financial Sector Conduct AuthorityODP 44 | Not verified | Checked 12 Oct 2026Current website ODP disclosure. Older international agreements still refer to an application; no current firm-specific ODP register match was obtained in this review.Source 1Source 51 |
First World Trader Nominees (RF) (Pty) Ltd
No separate licence entry is recorded in this panel.
FWT Security SPV (RF) (Pty) Ltd
South AfricaSource 27
No separate licence entry is recorded in this panel.
Sources & further reading
- EasyEquities: current investment platform and legal disclosure EasyEquities · Accessed 12 Oct 2026
- Investment account types and markets EasyEquities · Accessed 12 Oct 2026
- Published pricing summary EasyEquities · Accessed 12 Oct 2026
- Account opening and account-holder categories EasyEquities · Accessed 12 Oct 2026
- Identity verification, account access and bank verification EasyEquities · Accessed 12 Oct 2026
- Registration for foreign nationals EasyEquities · Accessed 12 Oct 2026
- Company history and Purple Group relationship EasyEquities · Accessed 12 Oct 2026
- Official platforms and app access EasyEquities · Accessed 12 Oct 2026
- Eligible tax-free investment products EasyEquities · Accessed 12 Oct 2026
- Retirement annuity: activation, restricted access and administration EasyEquities · Accessed 12 Oct 2026
- Retirement savings-component access EasyEquities · Accessed 12 Oct 2026
- Thrive levels, monthly fee and exemptions EasyEquities · Accessed 12 Oct 2026
- Thrive fee recovery and account-closure restrictions EasyEquities · Accessed 12 Oct 2026
- October 2026 rewards, cash lock and legacy balance transition EasyEquities · Accessed 12 Oct 2026
- Order types, availability, fees and cancellation controls EasyEquities · Accessed 12 Oct 2026
- EasyCredits and live price updates EasyEquities · Accessed 12 Oct 2026
- Trading-desk instructions and published hours EasyEquities · Accessed 12 Oct 2026
- ZAR funding methods, references and processing EasyEquities · Accessed 12 Oct 2026
- Global-account funding and EasyFX eligibility EasyEquities · Accessed 12 Oct 2026
- Cross-border funding from Namibia, Lesotho and Eswatini EasyEquities · Accessed 12 Oct 2026
- Withdrawal steps, cut-off and bank arrival EasyEquities · Accessed 12 Oct 2026
- Payment-method locks and withdrawal restrictions EasyEquities · Accessed 12 Oct 2026
- Unsettled proceeds and platform settlement period EasyEquities · Accessed 12 Oct 2026
- Early settlement: fee, cut-off and separate withdrawal step EasyEquities · Accessed 12 Oct 2026
- USD withdrawals to an account in the customer’s name EasyEquities · Accessed 12 Oct 2026
- Closing an account and retrieving statements afterwards EasyEquities · Accessed 12 Oct 2026
- Nominee custody and fractional-right security arrangements EasyEquities · Accessed 12 Oct 2026
- Managed Bundles versus unmanaged Baskets EasyEquities · Accessed 12 Oct 2026
- Recurring investments and funding responsibility EasyEquities · Accessed 12 Oct 2026
- ZAR and TFSA cost profile — 12 February 2026 EasyEquities · 12 Feb 2026 · Accessed 12 Oct 2026
- USD cost profile — November 2024 edition currently linked EasyEquities · Accessed 12 Oct 2026
- AUD cost profile — March 2026 EasyEquities · Accessed 12 Oct 2026
- GBP cost profile — March 2026 EasyEquities · Accessed 12 Oct 2026
- EUR cost profile — March 2026 EasyEquities · Accessed 12 Oct 2026
- South African client agreement — July 2025 EasyEquities · Accessed 12 Oct 2026
- US account agreement — August 2024 EasyEquities · Accessed 12 Oct 2026
- Australian account client agreement EasyEquities · Accessed 12 Oct 2026
- UK account agreement — June 2022 edition currently linked EasyEquities · Accessed 12 Oct 2026
- EUR account agreement — June 2022 edition currently linked EasyEquities · Accessed 12 Oct 2026
- Thrive Rewards Rules — October 2026 EasyEquities · Accessed 12 Oct 2026
- Thrive Rewards Benefit Statement — October 2026 EasyEquities · Accessed 12 Oct 2026
- FAIS disclosure — April 2024 edition currently linked EasyEquities · Accessed 12 Oct 2026
- Client complaint procedure — October 2021 edition currently linked EasyEquities · Accessed 12 Oct 2026
- Growth Portfolio discretionary investment mandate EasyEquities · Accessed 12 Oct 2026
- Retirement-funds cost profile — 23 April 2025 EasyEquities · 23 Apr 2025 · Accessed 12 Oct 2026
- Living-annuity cost profile — 17 March 2026 EasyEquities · 17 Mar 2026 · Accessed 12 Oct 2026
- Tax-free investments: current contribution limits and excess-contribution tax South African Revenue Service · Accessed 12 Oct 2026
- Exchange Control Circular 7/2026: increased single discretionary allowance South African Reserve Bank · 8 Apr 2026 · Accessed 12 Oct 2026
- Section 31 transaction fee rate advisory for fiscal year 2026 US Securities and Exchange Commission · 27 Feb 2026 · Accessed 12 Oct 2026
- Immediately effective FINRA TAF pause for October–December 2026 US Federal Register / Securities and Exchange Commission · 23 Sep 2026 · Accessed 12 Oct 2026
- FSCA official entity-search route; live firm result unavailable at review Financial Sector Conduct Authority · Accessed 12 Oct 2026
- Portfolio-transfer routes and living-annuity campaign exclusion EasyEquities · Accessed 12 Oct 2026
- BringItAllHome portfolio-transfer campaign — October 2026 terms EasyEquities · Accessed 12 Oct 2026
- Retirement-fund and RA transfer campaigns — October 2026 terms EasyEquities · Accessed 12 Oct 2026
This profile reports dated public information, including broker-published services and terms. It does not independently test or guarantee execution, pricing or withdrawals. Inclusion is not an endorsement. Permissions and protections apply only to the named legal entity, service and client category; check the current official records and your contract.