Intervest.co.za : Questions And Answers

funds portal for independent financial advisors

All Questions

Frequently Asked Questions

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ABOUT INTERVEST
What makes Intervest different to other LISPS? Who is Intervest? What services does Intervest.co.za provide? How does your fees compare to those of other LISPS?

INTERVEST RETIREMENT PRODUCTS
What are the current tax benefits on contributions to an RA?

MINIMUM BALANCE AND ORDER AMOUNTS
What are the minimum balances and order amounts?

SAFETY AND PRIVACY
Is it safe to invest over the Internet? Will my investments be safe? Who is the legal owner of the unit trusts I buy on my clients' behalf?

TRANSACTIONS

How do I open an account?
How do I pay for the unit trusts I buy?
How long will it take to execute my transaction?
How does the commission work?
How would we accommodate intermediaries / representatives who do not have access to computers and internet services?
Can I approve a client’s instruction without the client’s approval?
Can an IFA client transact without the IFA’s approval?
How exactly do we take our fees?

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Intervest.co.za is a division of EFS Investment Solutions(Pty)Ltd, licensed as a financial services provider by the Financial Services Board of South Africa. Contact us by email at direct@intervest.co.za or phone 0860 22 33 33.

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