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Welcome
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HOW CAN WE HELP YOU TODAY?

Enter your search term here...
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KNOWLEDGE BASE


SETTING UP YOUR ACCOUNT

Opening an account 5
 * Who can open an account?
 * Is there a minimum investment required to open an account?
 * What documents do I need to open an account?
 * Do I need to register if I already have an EasyEquities account?
 * My risk score assessment will not load

Fees and costs 1
 * What are the costs associated with my goal?


YOUR GOALS

Funding your goals 2
 * How can I fund my goal?
 * How do I pause a goal?

Creating your goals 2
 * How do I create a goal?
 * What are the different account types for my goals?

Your risk number 1
 * What is my risk number?

Reaching your goal 1
 * What happens when I reach my goal?


MY PROFILE

My Personal Details 1
 * Why do you need my personal details?

© EasyAdvisor. EasyAdvisor is a product of First World Trader (Pty) Ltd t/a
EasyEquities which is an authorized Financial Services Provider (FSP number
22588). All services provided by EasyEquities on the EasyAdvisor platform are
subject to the legal terms and conditions to which you agree to be bound. This
EasyAdvisor platform is an online platform that provides "automated advice" as
defined in Board Notice 194 of 2017 as published under the Financial Advisory
and Intermediary Services Act, 2002 ("FAIS"). Due to the online financial
planning nature of the EasyAdvisor platform, the automated advice provided
constitutes partial advice for the purposes of FAIS. Accordingly, a full
analysis in respect of an investor's financial situation will not be undertaken,
there may be limitations on the appropriateness of the automated advice provided
and an investor must consider on their own whether the automated advice provided
is appropriate considering the investor's objectives, financial situation and
particular needs.



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