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KNOWLEDGE BASE


POPULAR QUESTIONS - BBI

Popular Questions - BBI 11
 * What price will I receive when I buy/sell securities on BBI?
 * Can I cancel a BBI purchase or sale once I have entered my instructions
   online?
 * How are my BBI assets protected?
 * When and how will my BBI tax certificate be supplied to me?
 * How do I get my tax certificate on BBI?

See all 11 articles


BBI - NEW TO INVESTING

BBI - New to Investing 8
 * I've opened a Bidvest Bank Investment account, where do I start?
 * Terms and Conditions for Bidvest Bank Investments
 * How will I receive shareholder communications on BBI?
 * What is EasyEquities in relation to BBI?
 * Is investing in securities (shares) on BBI risky?

See all 8 articles


NEW TO BIDVEST BANK INVESTMENTS

New to Bidvest Bank Investments 10
 * What costs or fees am I charged for using Bidvest Bank Investments?
 * What is the difference between my UserID and my Account Numbers?
 * Are there specific trading times on Bidvest Bank Investments?
 * Why would I want to Invest in Shares / Equities through Bidvest Bank?
 * How often will the data, prices and my BBI account be updated?

See all 10 articles


BUYING ON BBI

Buying on BBI 14
 * How does the share purchase process work using BBI?
 * Are there any limitations to the number of purchases I can make on BBI each
   day?
 * Why is there an "up to" amount displayed under the custom amount when buying
   shares on BBI?
 * What is a buy instruction on BBI and how does it work?
 * How to create a buy instruction on BBI?

See all 14 articles


SELLING ON BBI

Selling on BBI 7
 * How do I sell instruments I hold on Bidvest Bank Investments?
 * Can I sell just my fractional position on Bidvest Bank Investments?
 * What price did I receive when I sold my shares on Bidvest Bank Investments?
 * Where can I find my sale confirmation on Bidvest Bank Investments?
 * Why can I not sell my entire holding in a particular instrument on BBI?

See all 7 articles


BUNDLES ON BBI

Bundles on BBI 4
 * Why do I pay a bundle fee on BBI?
 * Why should I consider buying a Bundle on BBI?
 * What is Risk vs. Return or Risk vs. Reward and how might it affect my
   decisions on BBI?
 * What is a managed portfolio on Bidvest Bank Investments?


EXCHANGE-TRADED FUNDS (ETFS) ON BBI

What is an ETF? 4
 * What is an ETF on BBI?
 * ETFs available on Bidvest Bank Investments
 * What is a Mutual Fund (BBI)?
 * What are the benefits of investing in ETFs on BBI?


RECURRING INVESTMENTS ON BBI

Recurring Investments on BBI 5
 * How does the annual investment increase work on BBI?
 * What do I need to know about debit orders on BBI?
 * What is a Recurring Investment on BBI?
 * How do I set up a Recurring Investment on BBI?
 * How do I edit or remove a Recurring Investment on BBI?


BASKETS ON BBI

Baskets on BBI 11
 * Why should I consider buying a basket on BBI?
 * How many shares can be in a basket (BBI)?
 * When can I sell my shares from a basket purchase (BBI)?
 * Why do I pay a Basket fee (BBI)?
 * Why would I remove a share from a basket on BBI?

See all 11 articles


TRANSFERRING MY EQUITY PORTFOLIO TO BIDVEST BANK INVESTMENTS

Transferring my equity portfolio to Bidvest Bank Investments 3
 * How do I transfer my portfolio to Bidvest Bank Investments?
 * How much does it cost me to transfer my existing Equity portfolio to
   EasyEquities?
 * Are there any tax implications when transferring my equity portfolio from my
   existing broker to Bidvest Bank Investments?


MANAGE YOUR BBI ACCOUNT

Manage your BBI Account 5
 * Can I take my money out of my Bidvest Bank Investment account anytime I want?
 * Why do you need my personal information to open an Bidvest Bank Investment
   account?
 * Can I "opt" to receive paper copies of my equity/share documents (BBI)?
 * How do I transfer my Bidvest Bank Investment account to another
   broker-dealer?
 * How will I receive shareholder communications on BBI?


WITHDRAWING FUNDS FROM MY BIDVEST BANK INVESTMENT ACCOUNT

Withdrawing funds from my Bidvest Bank Investment Account 4
 * What does Unsettled Cash mean (BBI)?
 * What does Settled Cash mean (BBI)?
 * How long does it take till I can withdraw my money from my Bidvest Bank
   Investment Account?
 * When can I withdraw my money from my Bidvest Bank Investment Account?


PRIVACY, TRUST AND TAX INFO

Privacy, Trust and Tax Info 3
 * Where do I find the EasyEquities Terms and Conditions that govern my use of
   the platform?
 * Summary of EasyEquities Terms and Conditions (BBI)
 * Updates to EasyEquities Terms and Conditions (BBI)


GLOSSARY OF IMPORTANT INVESTMENT TERMS

GLOSSARY 1
 * Bidvest Bank Investment GLOSSARY


CORPORATE ACTIONS (BBI)

Corporate Actions (BBI) 14
 * What is a mandatory corporate action (BBI)?
 * How will Corporate Actions be handled in my Bidvest Bank Investment Account?
 * How can I tell if I am eligible to receive a dividend in my Bidvest Bank
   Investment Account?
 * What is a dividend (BBI)?
 * Do I receive dividends for the fractional share rights I own? (BBI)

See all 14 articles


PLATFORM SETTINGS ON BBI

Platform settings on BBI 1
 * Transaction Fees settings on BBI - Excluded vs Inclusive


CRUCIAL BBI DOCUMENTS

Crucial BBI documents 1
 * Crucial BBI documents


VOUCHERS ON BIDVEST BANK INVESTMENTS

Vouchers on Bidvest Bank Investments 2
 * How do I redeem a voucher in my Bidvest Bank Investment account?
 * How do I buy a Bidvest Bank EasyEquities voucher to gift to friends / family?

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