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08-06-2018 10:17 AM
I run( well that is me flattering myself ) four portfolios on this site - one is for my wife and the other two for myself and a family trust - plus there is a TFIA. Why does OST not offer a discount
for my wife's portfolio monthly charge - the trust recieves one but that is because it is under my name. You'd a thought there would be some kind of family deal for a couple?
12-06-2018 01:01 PM
Just a thought, and am not sure if this would work for you - but why not run them as separate accounts under your main account, so you only pay your one "main" fee? I have my main "investment" account, a second "trading" account, a TFIA for myself and then two TFIAs for my two daughters. But all under my main account login. I pay R99.00 a month for my main account and then I only pay an additional R 10.00 each for my two daughters TFIAs. Although agree in principle - why not offer incentive to have more accounts....
12-06-2018 01:07 PM
....although, come to think of it - maybe the R10.00 is only a TFIA discount. And surely there is something to do with having an Investment / Trading account linked back to an Actual Bank Account / FICA etc....???
Although - upon querying this around our office, some wit gave an his answer as "the reason why Standard Bank dont do this, is because it would then be Simpler, Better, Faster"....lol
16-03-2020 06:12 PM - edited 16-03-2020 06:12 PM
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