Invest Now - Option 1 - Self Investor

​Your First Decisions in Making Your Investment.


Right, so you are going to be making an investment.

​There are a number of choices you are going to need to make as you go through the process of making this Investment. They are broadly as follows:

Choose an Administrator:

An Administrator is the Company which will administer your Investment on your behalf.

This Company will be responsible for implementing all of your instructions for your investment.

They will keep account of your Investment holdings and report to you on a regular basis regarding your investments.

Choose an Investment Product/ Investment vehicle: 

The Investment Product or Vehicle, as they are sometimes referred to, is  the container which holds your actual Investments.

Each Investment Product or Vehicle has specific rules by which it is governed and hence each Product/Vehicle has a different but specific use and purpose.

Examples of Products or Vehicles are: Pension Funds, Provident Funds, Retirement Annuities, Endowment Policies, Unit Trusts etc etc.

Choose an Investment Fund or Funds:

The Investment fund is the actual Investment which produces the growth or Return.

The Investment Fund or Funds are held within the Investment Product/Vehicle.​

Your Fund will either hold an investment in a single asset class or alternatively, it may hold investments in a variety of asset classes.

Examples of asset classes are: Cash, Bonds, Property, Shares (Also known as Equities), as well as a variety of other asset classes.

Investment Confirmation and Client Zone Access:

Once you have completed the application form and sent us all of the required documentation and

you have made your deposit into the Administrators bank account, we will confirm with you once everything is in order.

The Investment Confirmation takes approximately 5 working days.

Once we have confirmation from the Administrator that the Investment has been Implemented, we will send confirmation of your Investment to you via email.

We will then also send you your Username and Password for the SimplyInvesting Client Zone, where you will be able to access your investment information as a number of other facilities available.

What are your costs when you Invest?

It is always very important to know exactly what your Investment costs are going to be. To this end, we like to ensure that our clients know up front exactly what their Investment costs will be.

Investment costs are normally made up of 3 parts:

  • Adviser fees
  • Administrator fees
  • Asset Manager fees

In some instances, you may also have a fee for a "Discretionary Investment Manager". This service is provided by a professional team who do fund research and portfolio construction based on certain client requirements. They develop funds that will provide clients with a portfolio of funds that will provide a specific performance and "Risk Profile" based outcome. 

IMPORTANT NOTE:

If the above overview is not clear and not making sense to you, we would suggest that you take a look at our short FREE Introductory Financial Planning Courses and learn a bit about the investment process, the terms used and the fundamentals behind investing, before you start making any investments.

It is very important that you have a good understanding of what investments are, how they work and how they can best be implemented in a portfolio, based on a clear and specific Plan to ensure that your are able to achieve your Investment Goals.​

Lets get started.


​Choosing an Administrator.


At SimplyInvesting, we currently offer the choice of 2 different Administrators. 

Each Administrator has its specific merits. What is important is that you choose an Administrator which best serves YOUR needs and requirements.

We have given a short overview of each of the Administrators below. There is also a link to more detail about the Administrator.

When you are ready to go ahead and make your investment with an Administrator of your choice, you can click on the

button relating to that Administrator.​


Summary:

Allan Gray offers a limited but sufficient range of Investment products as well as a limited but specifically chosen list of Unit Trust Funds for you to invest in.

Their offering includes both Local as well as Offshore Products and Funds.​


Allan Gray is a well known and household name in South Africa. They are well respected in the Investment profession as Asset managers as well as Administrators. Click the button to the right to get an overview of Allan Gray.


Ready to make your Investment using Allan Gray as your Administrator. Click the button to the right to make a start.


Summary:

Investec offers a range of Investment products as well as a range of specifically chosen Unit Trust Funds for you to invest in.

Their offering includes both Local as well as Offshore Products and Funds.​


Investec is a well known and household name in South Africa. They are well respected in the Investment profession as Asset managers as well as Administrators. Click the button to the right to get an overview of Investec.


Ready to make your Investment using Investec as your Administrator. Click the button to the right to make a start.

Coming Soon.....

Ashburton has been included in our offering of Administrators specifically for the fact that they offer a set of low cost Multi Asset Index solution funds.


Ashburton is a reasonably new name to the local market although it has run Offshore Funds for quite some time. Ashburton falls under the First Rand stable of companies. Click the button to the right to get an overview of Ashburton.


Ready to make your Investment using Allan Gray as your Administrator. Click the button to the right to make a start.