How to register as an IFA

Any advisor requiring a broking contract with Element Unit Trusts should complete the IFA Registration Document. This document can be downloaded below.  Once the document has been completed, it can be faxed to (021) 426 1000 or emailed to utclientservices@elementim.co.za

A financial advisor code will be allocated within 2 business days of receipt of the application and all the supporting documentation.

Financial advisor fees

VAT is payable on all initial and/or ongoing fees and is levied against a client's investment. This practice is also applicable to non-VAT vendors.

Accreditation process

We recommend that financial advisors wishing to invest in our Element Unit Trust funds on behalf of their clients should complete the accreditation process. This enhances the advisor's knowledge of the technical aspects of the funds offered by Element Unit Trusts and their appropriate application. 

 

WE WERE THE FIRST SOUTH AFRICAN INVESTMENT MANAGER TO SIGN THE UNITED NATIONS PRINCIPLES FOR RESPONSIBLE INVESTMENT

WE ARE COMMITTED TO THE CODE FOR RESPONSIBLE INVESTING IN SOUTH AFRICA