Can I transfer my 10X Unit Trust?


You can transfer the 10X Unit Trust to another person or legal entity but this may trigger Capital Gains Tax for your account. You cannot transfer the 10X Unit Trust to another service provider, you must sell your units in the 10X Unit Trust and transfer the proceeds.

The information and answers supplied in this section do not constitute advice as defined by the Financial Advisory and Intermediary Services Act, 37 of 2002.


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Can I make regular monthly contributions via debit order?

Yes, you can make regular monthly contributions via debit order. The minimum debit order is R1 000.

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What happens in the case of a unit trust investor’s death?

Your unit trust investment falls into your deceased estate, and may therefore be subject to Estate D...

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