    Transfer Your Clients' Unit Trusts to Intervest.co.zaTransfer the administration of your clients' unit trust investments to Intervest from any other Linked Investment Service Provider or unit trust management company, and you will start to benefit from our low fees and consolidated investment services immediately! The process is quick, easy and painless. It is also FREE. Remember that every month you are incurring unnecessary high costs elsewhere, your clients are losing on their investment returns. Do you have clients invested in unit trust funds on another platform? – Transfer them, it’s easy and free!There are two simple steps:If you are not already registered with us, take a couple of minutes to register yourself online now. 1. Add your client on-line. 2. Complete our Transfer Form Print out and fill in our Transfer Form. After the client signed the transfer form fax it through to us on 011 388 3223 together with a recent statement of the client’s investment from the management company. 3. Send Us Identification and Address Documents. We will start transferring your unit trust investments as soon as we have your completed Transfer Form. However, before we can act upon any further instructions, we will need proof of identity and address documentation from you. And that's it! (Note: some companies may be reluctant to transfer your investments, and may cite legal barriers or the threat of penalty fees. However, they are legally obliged to transfer your assets at your request. Please call us if you experience problems and we will pursue enquiries on your behalf.) How much will the transfer cost?A transfer will cost you nothing! How long will the transfer take?Generally, 4 working days. After that, you'll be able to log in anytime and transact. However, it does depend to an extent on the company that is currently administering your unit trusts - and sometimes on the funds that you are invested in. If you would like one of our Professional Services Centre team members to talk you through the process, simply call us on 0860 22 33 33, or email us at direct@intervest.co.za. Intervest.co.za also offers you the ability to create multiple portfolios, to manage a portfolio on behalf of a Trust or company, or to manage someone else's portfolio (with their permission, of course!). To find out how to do this, please send us a mail at direct@intervest.co.za and we'll let you know how to go about it. |
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