Standard Online Share Trading is getting a facelift! We’ve recently launched the 1 st version of our new site, BETA Release 1.0, and we’d like to invite our community to tell us how we can make this new experience ßeta.
We are looking for 100 users who are keen to test drive OST BETA and give us their feedback on the existing features and any other suggestions.
If you’d like to be a part of this, please send an email to [email protected], with subject line “OST BETA ACCESS” and your OST Login Name. Please DO NOT include your password in the email.
Once we’ve received your request, we will grant you access and you will receive an email with instructions on how to access OST BETA.
BETA 1.0 release includes the following features:
If you have any queries, feel free to respond to this post or send us an email to the [email protected] mailbox.
Please note that trades or other activities carried out on BETA 1.0 will affect your live account.
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Standard Bank Webtrader is an offshore investing platform that gives you access to 30 exchanges across 17 countries. You have access to currencies, precious metals, shares, ETFs and many other diverse trading and investment products. Invest in a wide range of sophisticated financial instruments such as CFD's, FX Spot, Shares, Exchange Traded Funds and Exchange Traded Commodities across various international stock exchanges.
With Webtrader, you can:
Trade CFDs on over 5600 different stocks and ETFs on 30 international exchanges as well as 16 international indices;
Trade 160+ FX crosses (including Spot Precious Metals);
Trade Shares, ETF's and ETC's on 29 international exchanges;
No downloading or installation required;
User-friendly interface with enhanced workspace flexibility;
One-click trading for fast execution;
Real-time FX prices.
If you want to experience Webtrader with no obligation, sign up for a 20-day free demo account and start trading a full range of offshore products with a simulated USD 100 000. When you are ready to start, register online to become a Webtrader client today.
Want to see how the Webtrader Platform works? Download our brochure or watch our Introduction to International Investing on Standard Bank Webtrader below:
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ViewPoint is a next generation, low-bandwidth, web-based market data, trading and portfolio solution, allowing you to monitor the market, make decisions and trade multiple asset classes. ViewPoint subscribers will receive a rebate on the full brokerage and VAT charged for CFD trades, subject to the following terms and conditions: 1. Rebates are only applicable for CFD trades placed on ViewPoint between 1 March 2018 and 31 May 2018. 2. Rebates will be credited to your OST account at month end. 3. Rebates are only applicable to brokerage (not the market-maker spread). 4. Rebates are subject to a maximum of:
R150 plus VAT per month for Basic Package subscribers
R250 plus VAT per month for Live Level 1 Package subscribers
R300 plus VAT per month for Live Level 5 Package subscribers
Click here for more information about ViewPoint.
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Since the 1 st of March, the government has allowed investors to transfer their tax-free investment accounts from one broker or service provider to another. Below is the process for Transferring from to or from Online Share Trading/Auto Share Invest.
Incoming Transfer - from another broker to Standard Online Share Trading:
You must have a TFIA account opened.
Send us details of the Share Transfer coming in, either in an email or as per the Share Transfer Request Form (attached in this post). We’ll need the following:
BDA Account Number
Product Provider details and contact details
Instruments to transferred
Estimated Values to be transferred.
Request to be sent to SBGShareTransfers [email protected]
An Official Share Transfer Request Form will be sent to both you, as well as the Transferring Broker. Please sign the form to confirm you’re happy with the details and return to both Standard OST and the transferring broker.
Once all the requirements from the External Broker have been met, we’ll be able to kick-off the transfer process. The transfer has to be completed within 10 days of this date. To finalize the transfer, we will require a TFIA Share Transfer Certificate from the external broker confirming certain details.
Once the transfer is complete, you will receive an email confirmation.
Outgoing Transfer - from Standard Online Share Trading to another broker:
You’ll need to provide us with an Incoming Transfer Request Form from the Incoming Broker.
Please send these to SBGShareTransfers [email protected]
Sufficient funds need to be available in the account to cover the fees for the transfer. Standard Transfer Fees apply as per below.
Funds need to be recovered from the Tax Free Account.
If clients have utilized their full contribution, they are required to sell shares to cover the costs.
Full Portfolio transfers
The fee to transfer to another broker per share holding.
R4.56 (including VAT)
The fee to transfer Cash to another broker.
Partial Portfolio transfers
The fee to transfer only certain shares to another broker per share holding.
R4.56 (including VAT)
The fee to transfer Cash to another broker.
We will process the request and provide you with a Provisional Share Transfer Certificate that you are required to sign.
Once the signed Provisional Share Transfer Certificate has been received, we can begin communication with the Receiving Broker and transfer the funds. The transfer should be completed within 10 days of this date.
Once all Shares and Cash have been transferred, a Share Transfer Certificate will be emailed to you confirming transaction is complete.
Should you have any queries, please send an email to [email protected] or contact our call centre on 0860 121 161
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2018 is set to be a defining year for the South African economy and political sphere. In this webinar, Standard Bank Chief Economist Goolam Ballim, outlines the immense challenges faced by the National Treasury in responding to a precarious fiscal equation and the ever-present threat of further downgrades. From a political perspective, the year ahead will center on the ANC’s capacity for self-correction, as well as the opposition’s response to the new political climate in which they will need to operate. SimonFreemantle, Standard Bank Senior Political Economist, will discuss these and other matters concerning the political outlook for the year ahead.
Please note: we experienced technical issues during the webinar. We do apologise for the breaks which affectd the quality of the presentation .
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What is UCount?
UCount Rewards is Standard Bank's rewards programme that lets you collect rewards points when trade on Standard Online Share trading or when you shop with your qualifying Standard Bank personal Credit, Cheque or Debit card. You can get up to 20%* back in rewards points on all your qualifying grocery purchases, up to R2* back in rewards points per litre of fuel purchased from Caltex and up to 1.25%* back in rewards points on all your other purchases.
How do you earn UCount points on OST?
How do I redeem my points?
You can redeem your rewards points online for a range of fantastic items at the UCount Rewards Online Mall. If you'd like to put your points towards a more long-term plan, you can top up your TFIA using your UCount Points. You can also redeem your points at any Rewards Retailers and for fuel from Caltex using your activated UCount Rewards card. Plus you get great benefits, discounts and special offers simply for banking with us.
How to top up your investment account on UCount
For more information on how to use and spend your UCount points, visit: https://ucount.standardbank.co.za/personal/ or check out the attached document.
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Apologies for the confusion and inconvenience. Do you have a twitter profile by any chance? If you do, please could you DM us (@SBGTraderZA) your account number so we can assist you. Unfortunately the community doesn't have a private message function.
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The outcome if the ANC’s elective conference may have been a favourable one for the rand and market watchers but despite this, SA Inc isn’t out of the woods just yet.
Economically, this week we’re expecting an announcement from the SARB on Thursday. Bloomberg consensus is the rate is unlikely to be changed at 6.75%. Our economics team’s outlook for inflation for 2018 is mellow owing to a stronger rand and a positive agricultural outlook for the year. Consumer inflation is expected to average 4.4% this year.
The MPC’s Quarterly Projection Model forecasts a 75-basis point rate hike by the end of 2018. The underlying assumptions behind this forecast being the Bank will chase 4.5% inflation and a neutral real rate of 2.2%.
Despite these projections, our research team is of the view that the Bank will be hesitant to change rates ahead of the Budget Speech and Moody’s credit rating outcome. This is to avoid their decision colliding with the possibility that the aforementioned events may have a negative impact on the rand. Our team expects a 25bps rate cut for 2018.
On the rand front, our research team foresees sustained rand strength due to lower expectations from the global landscape. Capital flows into emerging markets are very likely to be robust. In South Africa, Cyril Ramaphosa stepping into the presidency has restored much needed confidence. The rand should be kept in the strong zone – but there are several risks worth keeping an eye on.
The first is a slowdown in growth for the Chinese market. Investors should also pay attention to US numbers, as higher inflation may mean central banks will be tinkering with monetary policy to keep inflation under control.
Domestically, there are factors that are likely to affect the current account – namely the implementation of President Zuma’s free education announcement made late last year. This is likely to be a key part of the budget speech. We’re yet to hear news of how, exactly, this is to be achieved.
That said, our global currency strategist’s forecasts for the dollar for 20018 tell of a weaker dollar over the next two years. This view is informed by the US move to protectionism, the new tax laws which will result in tax cuts and a subsequent widening of the budget and trade deficits.
The Euro is expected to go in the opposite direction as…
Given the context above, the rand is forecast to hit the R12.50/$ by the end of 2018 and R12.70/$ by the end of 2019. Against the pound, a slight decline to R17.50/£ by end 2018 and R19.30/£ by end 2019. The euro/ZAR will fall a bit more sharply to R16.25/ € by end 2018 and R17.17 € by end 2019.
For full research reports, visit www.standardbank.co.za/research
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There's quite a lot of uncertainty permeating the local economy and that of the west. For investors looking for alternatives, tryinig to figure out where best to take money when going offshore could be seen as a game if investment Russian Roulette. Steek Jakobsen, CIO of Saxo Bank, shares his insights on where he thinks the next opportunities lie. take a lot at his presentation - you'll find he raises some interesting points about where the world is heading.
Check out the powerpoint presentation below:
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A tax-free investment account** is an invaluable addition to any investor's portfolio. Through it, you're able to take advantage of great tax breaks and use it for your own benefit and to give your loved one a gift that keeps on giving.
The benefits of a TFIA account are:
No Securities Transfer Tax (STT).
No Capital Gains Tax (CGT) when you sell these products.
No Dividend Withholding Tax (DWT) on dividends earned.
No tax on interest earned.
Key features of the TFSA account are:
There is a R33 000 annual contribution limit and a R500 000 lifetime contribution limit. Selected Exchange Traded Funds (ETFs) are suitable. Profits made in the TFIA account do not contribute to existing tax annual limits (interest and capital gains), and may be re-invested in the TFIA without utilising the contribution limit, provided they are not withdrawn.
There are penalties for exceeding the R33 000 annual contribution limit. It is your responsibility to ensure that your contributions do not exceed the limit imposed by regulations. Exceeding these limits will result in punitive taxation taken by SARS.
Trade costs for a TFIA
When you open a TFIA you will benefit from SBG Sec’s reduced brokerage rate of just 0.25% (excluding statutory charges). The table below gives you an indication of the costs associated with some of the more common monthly investment amounts:
Total Transaction Cost
How do you open an account?
SBG Sec offers clients the option of opening a TFIA through either their Standard Online Share Trading (OST) platform or alternatively through The Standard Bank of South Africa Limited’s (Standard Bank) Internet Banking portal (SBSA IBP). Both options allow you to trade all listed instruments that have been TFIA approved.
Option 1: TFIA through OST.
To open a TFIA through OST, the OST account must be in the name of an individual (not a company, trust or partnership) and relevant FICA documents must be up to date.
If you already have an OST account, follow these easy steps:
Login to your OST account.
Go to ‘My Account’ on the Home Page.
Click on ‘Product Registration’.
Click on ‘TFIA Registration’.
Complete the form and select ‘Open Account’.
If you do not have an OST account, please go to www.securities.co.za to find out more.
There is no additional charge to open the account on OST. This is already included in the monthly administration fee of your OST account.
How it works
Investing in a TFIA through the OST platform has numerous benefits. These are primarily because you have access to the full suite of features that OST offers.
Some of the major features of OST are:
Direct market access to trade selected instruments. This means that you can buy and/or sell shares real-time, whenever the markets are open with full control of price and quantity.
Live pricing and real-time portfolio updates.
Access to full price history of all listed instruments, company information and ratios, charting tools, and our comprehensive educational resources.
You may deposit up to R33 000 into the TFIA per tax year, either as a once off payment, or in smaller incremental amounts of your choice. Once your cash has been deposited into your TFIA there is no minimum investment amount into any of the available TFIA instruments.
Your cash can be divided among these TFIA instruments as you wish with the remaining balance earning interest at the JSET rate.
Reinvestment and dividends
All proceeds of the TFIA investment after your initial contribution are tax-free, and can be re-invested without counting towards your annual and/or lifetime contribution limits.
For more informatiuon on the benefits of a tax-free investment account check out our TFIA Infographic: and to learn more about the benefits of tax-free investments, take a look at this webinar: Investing in tax-free ETFs.
Option 2: TFSA through the Standard Bank Internet Banking Portal ( SBSA IBP)
To open a TFSA through SBSA IBP you must be an individual (not a company, trust or partnership), in addition to having a Standard Bank Internet Banking account.
Follow these easy steps:
Login to your Internet Banking.
Click on the ‘TFSA’ tab.
Click on ‘Register’.
Complete the online registration form.
Click on ‘Continue’.
There is R10 monthly fee (inclusive of V.A.T).
How it works
You select the listed securities you would like to invest in, with a minimum of R250 per instrument. SBG Sec will buy the required quantity and, based on the price it pays for the instrument on the day of purchase, SBG will allocate the instruments to your TFSA. Please note that all buy instructions will only be actioned by SBG Sec on the 25 th of every month.
Buy instructions may be submitted at any time! – Kindly ensure it’s no later than 23h00 the day before the 25th business day.
Your nominated bank account will then be debited with the amount required to purchase the investments. If the 25 th day falls on a weekend or a public holiday, the purchase will be made on the following business day.
*Terms and conditions apply.
**Please note that this is a product provided by SBG Securities Proprietary Limited (Reg. No. 1972/008305/07). SBG Securities is a wholly owned subsidiary of the Standard Bank Group Limited, an authorised user of the JSE Limited and an authorised Financial Services Provider (FSP No. 26691). For more information on SBG Securities please go to http://www.securities.co.za. To find out more about a TFSA account kindly contact 0860 121 161 or email [email protected]
The Standard Bank of South Africa Limited (Reg. No. 1962/000738/06). Authorised financial services provider and registered credit provider.
Standard Online Share Trading, a division of SBG Securities Proprietary Limited (“SBG Sec”) has made every effort to ensure the accuracy and completeness of the information contained in this document. The information, tools and material presented in this document are provided to you for information purposes only and are not to be used or considered as an offer or the solicitation of an offer to sell or to buy or subscribe for shares or other financial instruments and must not be deemed as such. The information is not intended as advice and no warranty express or implied is made as to the accuracy, correctness or completeness of the information, which is subject to change at any time after publication without notice. Should the information lead you to consider entering into any transaction in relation to the financial product (“the product”) you must take note of the following: There are intrinsic risks involved in transacting in any of the products. No guarantee is provided for the investment value in the product. Any forecasts based on hypothetical data are not guaranteed and are for illustrative purposes only. Returns may vary as a result of their dependence on the performance of underlying assets and other variable market factors. Past performances are not necessarily indicative of future performances. Unless a financial needs analysis has been conducted to assess the appropriateness of the product, investment or structure to your unique particular circumstance. SBG Sec cautions you that there may be limitations on the appropriateness of the information for your purposes and you should take particular care to consider the implications of entering into the transaction, Either on your own or with the assistance of an investment professional. Nothing in this document constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise constitutes a personal recommendation to you. There may be various tax implications to consider when investing in a product and you must be aware of these implications before investing. SBG Sec does not accept liability for tax treatment by any court or by any authorities in any jurisdiction in relation to any transaction based on the information. It is strongly recommended that you seek appropriate independent professional advice before acting on any information contained herein, as SBG Sec provides no opinion or advice including investment, tax or legal and makes no representation or warranty about the suitability of a product for a particular client or circumstance. Whilst every care has been taken in preparing this document, no representation, warranty or undertaking, express or implied, is given as to the accuracy or completeness of the information or representations. All information contained herein is subject to change after publication at any time without notice. Any transaction that may be concluded pursuant to this document shall be in terms of and confirmed by the signing of appropriate documentation, on terms to be agreed between the parties. This document creates no liability or obligation on SBG Sec. SBG Sec may have effected or may effect transactions for its own account in any investment outlined in this document or any investment related to such an investment. This document may provide the addresses to websites. Except to the extent to which this document refers to website material of SBG Sec, SBG Sec has not reviewed the linked site and takes no responsibility for the content contained therein. Accessing such website/s or following such link/s shall be at your own risk.
The information contained herewith shall not be reproduced or used, in whole or in part, for any purpose other than for the consideration of the information set out herein, without the prior written consent of SBG Sec. Standard Online Share Trading, a division of SBG Securities Proprietary Limited Reg. No. 1972/008305/07 is a subsidiary of the Standard Bank Group Limited, an authorised user of the JSE Limited and an authorised Financial Services Provider (FSP No.26691). SBSA 261504.
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