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Investment account 

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Investment account benefits

Flexibility and choice

Tailored investment accounts suited for your needs.

Regular reporting

Get portfolio insights and monitor transactions.

Use as collateral

Use your savings as security during investment term.

Simple and transparent

No hidden fees or catches. What you see is what you get.

What you need to know

    • Our Investment Accounts are versatile and designed to help you build a diverse, goal-driven portfolio tailored to both your current and future financial needs.

      What can it do for you?

      • Save for specific goals with control over terms, contributions, and portfolio adjustments.

      • Enjoy flexibility and access to your funds anytime.

      Terms and conditions apply.

          • Returns from Unit Trust funds or ETFs consist of dividends, interest and rental income
          • Interest income, foreign dividends and capital gains for these investments are taxable based on the investors marginal tax rates
          • Local dividends are currently subject to withholding tax, but certain exemptions or reduced rates may apply. This means that the investor will receive local dividends, net of tax
          • Potential investors must get their own legal or tax advice to understand how taxes may apply to them.

            • To start investing, all you need to do is:

              • Download and complete the forms below.

              • Email the forms to info@theunicornbank.co.za.

              • We’ll get back to you as soon as possible.

              Forms:

              • Investment form for Individuals

              • Investment form for Legal Entities

              Need something else?
              We have investment options to suit your budget and goals. Visit the Resources Page for more.

Explore your options

Unit Trust

Whether you want to meet your short-term needs or long term goals, invest with upib Unit Trusts.

Minimum investment
R2 000
Monthly investment
R200
Unit trust funds
Multiple
Tax-free Investment Account

Maximise your savings and invest in an investment account that gives you tax-free returns.

Investment options
Local/Offshore
Access to funds
Long term
Contributions
Lump sum/Monthly

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