Fees

FEES


Our portfolio management & administration fees are 100% transparent – there are no hidden costs.

In other words, you will never pay high investment management and administration fees ever again!

Note that where you appoint a financial advisor, advice fees may apply according to the amount you agree to with your advisor.

Annual Fees (Excluding VAT)

Investment management

On all amounts

0.25%

Portfolio administration

0 – R 500,000

0.65%

R 501 000 – R 1,000,000

0.50%

R 1,000,001 and over

0.35%

What other benefits do you receive for these really low fees?

  • Automatic portfolio rebalancing/monitoring

    Our computer algorithms monitor your portfolio daily, ensuring that your planned investment goal is kept on track

  • Portfolio administration

    Itransact is one of South Africa’s largest independent administration platforms and has been providing administration services to thousands of happy investors since 1997.

  • Call centre

    Customer service is top of our minds and a highly trained product consultant is waiting to take your call during business hours.

  • Online servicing

    You can view your investment information anytime and access many features such as;

    Conduct performance analysis. (View your personal rate of return)

    View your total assets

    Download your quarterly portfolio statements and annual tax certificates

    View your transaction history

    Reset lost passwords

    Contact us

    Request a call back

  • Mobi

    mobi.itransact allows you to easily access and view your portfolio information on your smart phone or tablet.

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