Sanlam iTrade - Products and Services

www.sanlamitrade.co.za
 

These videos explain the Sanlam iTrade website and show how it looks inside:

Trade JSE shares on our advanced Iress platform:

  • Secure, fast online trading with more than 98% uptime at very competitive costs. (See Our Costs)
  • State-of-the-art Iress platform which you can customize to your requirements.
  • Trade any JSE listed instrument: shares, ETFs, ETNs, warrants.
  • Live prices with market depth (5 best Bids and Offers).
  • For immediate execution we have Direct Market Access (DMA).
  • Price alerts sent via e-mail or SMS for up or down triggers.
  • Stop-loss orders to protect your portfolio from sudden downward movements.

Trade CFDs on JSE shares:

  • Traders trade CFDs because the costs are much lower, 0.35% compared to 0.5%.
  • You can trade CFDs on JSE shares on the same Iress trading platform you use for trading shares, just select the CFD account.
  • Whilst some competitors quote their own bids and offers on CFDs, with iTrade you trade the JSE spot price for a CFD, assuring that you get the “true” market price. This protects clients from misleading quotes made by some trading platforms.
  • Not only do we empower you to trade at the exact JSE price, but our fees are also listed separately, which means we’re fully transparent.
  • Set stop-losses to protect your portfolio from sharp declines.
  • If your margin falls below pre-determined levels, we will automatically close positions to maintain the margin.
  • For more info click here.

Trade on your Mobile:

  • You can view your portfolio and watchlist on IOS or Android devices by downloading the Iress app.
  • View market information and SENS news.
  • Place and manage orders to buy or sell shares or local CFDs as well as stop-loss orders.

Trade CFDs on Global Markets:

  • Trade CFDs on all major Global markets through our relationship with Sanlam Private Investments in London, SPI Direct.
  • The offering entails trading CFDs on Indices, FX, Commodities, Individual Shares and Bonds:
    • Futures Indices – Wall Street; S & P 500; Nasdaq 100; UK 100; DAX 30; Nikkei 225; Australia; China; Hong Kong; India; Brazil and many more.
    • Cash Indices – UK 100; Wall Street; S&P; DAX; Spain; Nikkei, etc.
    • Interest Rate Futures – Euribor; Euroswiss, Short Sterling.
    • Bond Futures – Bund; Gilt; US 30 Year; US 10 Year, etc.
    • Currencies – 24 hour trading in all major currencies plus many minor pairs like USD/ZAR; EUR/ZAR and GBP/ZAR.
    • Commodities – Brent Crude; Carbon Emissions; Gold; Gold Futures; Silver; Copper; Wheat; etc.
    • Individual Shares – UK 100 & Mid 250; selection of S&P 500 & NASDAQ 100; German; French; Indian; Australian and more.
  • Market leading tight spreads with low margins, as low as 0.1%. Unlike our local JSE CFDs, foreign CFDs trade on market makers’ doubles with no commissions. Spreads vary from exchange to exchange. Click on the link below for full information.
  • No monthly costs.
  • Have peace of mind with SPI Direct guaranteed stop orders at a small extra cost. Guaranteed means you are even protected from overnight price moves.
  • Make the most of market moves with trailing stops, which automatically track your positions, meaning you don’t need to worry about monitoring your position and moving your stop manually.
  • Create and test trading strategies, using email and MSN trade alerts with SPI Direct's free charting package.
  • Experience the world of global trading and practice trading with the SPI Direct free £10,000 virtual funds demo account. Why not start a competition with friends?
  • For more info click here

Comprehensive information and functionality on the iTrade website:

  • Daily market commentaries and analysis.
  • Intra-day tables with graphs of market indicators like JSE Indices, Global Indices, Currencies and Commodities.
  • Comprehensive end-of day charts of all JSE shares, JSE Indices, Currencies, Global Indices and Commodities with technical analysis tools like Moving Averages, Stochastics, MACD, RSI, etc.
  • Technical analysis research provided by Trading Central. Trading Central is considered a global benchmark in technical analysis and over 150 Financial Institutions and Banks trust them. Trading Central provides event-driven research and technical analysis strategies based on market studies to help traders make profitable decisions.
  • Comprehensive share data on every listed share including 10 years of financial statements, annual company reports, consensus broker forecasts with 3 years’ forecast HEPS, detailed fact sheets and performance statistics, a searchable SENS News archive and much more.
  • Research on most Top 100 companies as well as some smaller shares. Example of Research
  • Live JSE SENS news enables you to know sensitive news at the same time as any stockbroker on the JSE.
  • Watchlists and price alerts to keep on top of shares you own or want to own.
  • Learning centre, education courses and a Virtual Trade Simulator so you can gain experience without risk.
  • MAPS: A unique, multidimensional tool that enables users to view and understand vast amounts of data instantly. MAPS is like a satellite navigational system for shares.
    • MAPS allows you to view multiple shares at a glance, e.g. the major JSE indices or watch lists.
    • Price movements are reflected in colour: shades of green for up and shades of red for down. It is therefore easy to see sharp price movements.
    • Price movements can be viewed for Today, Year to Date or 52 Weeks.
    • Detailed price information and direct links to fundamental data and graphs for every share are just a click away.
  • Visit us on www.sanlamitrade.co.za.

Competitive costs:

  • Broking fees start at R75 basic fee plus 0.5% of the value of the trade and lower for big trades. For a breakdown of all costs click on Our Costs.
  • Monthly fees are R50 plus VAT and include website use and all admin costs as well as 150 free live prices. The monthly fee is waived if you trade more than R300 in broking fees in a month. Many of our clients never pay any monthly fees.
  • iTradePro is for more active traders with unlimited live prices on their portfolios, watchlists as well streaming. This costs an extra R57 per month only.
  • CFD costs are detailed on CFD trading webpages. There are no extra monthly fees for CFDs.

iManaged – Managed Portfolios:

  • iManaged portfolios are individual share portfolios, not unit trusts. The minimum investment is R150,000, and there are usually not more than 10 shares in each portfolio to minimize trading costs.
  • Individual shares are registered directly in the client’s name, providing ownership and full JSE protection under the JSE Fidelity Fund.
  • Distinct from the bespoke personalised portfolios offered by SPI to clients investing over R1 million, the iManaged portfolios are not individually-tailored, but are strictly managed according to model portfolio guidelines. Clients therefore benefit from access to the expertise, experience and excellent track record of the SPI investment team, led by Director of Investments, Alwyn van der Merwe.
  • A client may at any stage change his or her account status to self-manage the portfolio. There will be no cost to do this as the shares are already in the client’s BDA Account with the JSE.
  • Two iManaged portfolios are available:
    • General Equity Portfolio
    • Dividend Income Portfolio
  • Portfolio Management fees are 1.5% per year, calculated monthly on the value of the portfolio. There is also a small R300 per year custodian fee. Transaction costs are kept in line with iTrade’s low fee structure, see “Our Costs” on the website.
  • For more information on iManaged portfolios click here.

Social Media:

  • Sanlam iTrade is the leader in social media in the online trading sector with more than 8,000 followers on Facebook and 3,000 on Twitter (@SanlamiTrade).
  • The iTrade Fantasy League Portfolio was probably a world first. Sanlam iTrade asked its Facebook fans to choose 20 shares and manage the portfolio for nine months in 2013. We invested R1m in the shares chosen and the portfolio outperformed the JSE All Share Index! The profit of R167,000 was divided between the winners of the competition and CHOC, the childhood cancer organization.
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Our service delivery highly rated by our clients:

  • Sanlam iTrade won the People’s Choice Award in the Business Day Investor’s Monthly Stockbroker of the Year Awards in 2011 and 2012. The only judges were clients rating their stockbrokers. In 2013 Sanlam iTrade was ranked first in the category, Overall Costs. In 2014 we were ranked second in the overall Top Stockbroker category with Sanlam Private Wealth and we received 5 stars for Trading Tools, Client Education and Resources as well as Responsiveness and Transparency.
  • In our own Client Satisfaction Survey more than 94% of our clients rated their overall experience with Sanlam iTrade as “Excellent” or “Good”. Admin Service as well as IT Service was rated as excellent or good by well above 80% of our clients.
  • More than 95% of our clients rated the chances of recommending iTrade as excellent or good. We appreciate and acknowledge the feedback we get from our clients.

Register today and start experiencing Sanlam iTrade.

You can register as an iView client first, free for the first month and only R200 per year after that. Most of the website functionality is made available to iView clients from time to time.