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 Duty. On receipt of the prescribed death notification, 10X will only act on the instructions received from the executor of your estate.

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.

Category: Unit Trust

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Related FAQ

Can I make regular monthly contributions via debit order?

Yes, you can make regular monthly contributions via debit order to the 10X Unit Trust. The minimum d...

Related FAQ

What is the cost of the 10X Unit Trust?

The cost of the 10X Unit Trust is 0,50% (plus VAT).There is no initial fee.There is no administratio...

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Charges		1 Year	3 Years	5 Years	10 Years
Investment Management made up of:		1.0%	1.0%	1.0%	1.0%
10X Management Fee (Incl. VAT)	0.57%
Bank, Audit, Trustee/Custody fees	0.16%
Transaction Costs	0.3%
Advice1		0.0%	0.0%	0.0%	0.0%
Administration		0.0%	0.0%	0.0%	0.0%
Other costs		0.0%	0.0%	0.0%	0.0%
EAC (sum of charges)		1.0%	1.0%	1.0%	1.0%

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

Get investment and saving tips straight to your inbox.

Can I make regular monthly contributions via debit order?

What is the cost of the 10X Unit Trust?

How much do I need?

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