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individual resources tools

Resources to help guide youTry these useful tools to better understand how much to invest, what type of investor you are and what it costs to invest in unit trusts. These tools are just a guide and you may need the assistance of a financial planner.

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1. Is your business registered in South Africa with proper business registration documents?

YES, my business is officially registered in SA
NO, my business is not officially registered (in other words it is an informal business)
NO, my business is only registered in another country, not SA

2. Do you have more than 5 and less than 100 employees in your business?

YES, I have between 5 and 100 employees
NO, I have less than 5 employees
NO, I have more than 100 employees

3. How long has your business been in operation?

Less than 3 years
More than 3 years

4. Do you own and manage (run) the business?

YES, the business is owner managed
NO, the business is owned and managed/run by different people

5. What is your business registered as?

Sole Proprietor
Close Corporation
Private Company OR
Other (eg. Partnership, Trust, NGO)

6. Do you already have a company retirement fund for your employees?

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