Banking & Finance · Contact details
Nedbank Unit Trust Contact Details
Nedbank unit trusts are run by Nedgroup Investments, and its client service centre on 0860 123 263 is the number to use for anything about a unit trust account, because the Nedbank banking contact centre cannot see an investment account.
Nedbank unit trust contact details at a glance
| Route | Details |
|---|---|
| Nedgroup Investments client service centre (unit trust accounts) | 0860 123 263 |
| info@nedgroupinvestments.co.za | |
| Postal address | PO Box 1510, Cape Town, 8000 |
| Nedbank Financial Planning (advice, not administration) | 0861 238 887, or +27 10 217 4847 from abroad, financialplanning@nedbank.co.za |
| Nedbank Online Share Trading (share trading, not unit trusts) | 0860 003 681 |
For administration of a unit trust account, including statements, withdrawals and banking-detail changes, phone the client service centre or write to info@nedgroupinvestments.co.za. For advice on which fund suits you, Nedbank Financial Planning is the route; for buying and selling shares rather than unit trusts, Online Share Trading is the relevant desk.
What to have ready when you phone about a Nedbank unit trust
- Your investor number and the fund name. Unit trust records are keyed on the investor number, not your bank account number.
- For a change of banking details, expect verification. Investment houses are strict here precisely because it is the target of choice for fraud.
- For a withdrawal, ask about the settlement period. Unit trusts do not pay out same-day, and the price you get depends on the cut-off time your instruction reaches.
- For a tax certificate, ask for the IT3(b) and IT3(c). Those are the documents your tax return needs.
What to check on a unit trust before you invest
- The total investment charge, not just the annual management fee. The fund fact sheet shows both, and the gap between them is real money over time.
- Whether there is an initial fee and an adviser fee on top, and whether the adviser fee is once-off or annual.
- The fund fact sheet is published monthly and is the authoritative document. Ask for the current one rather than relying on a brochure.
- Past performance figures are after fees but before your own tax. A fund that beat its benchmark can still lose to inflation.
If something goes wrong with a Nedbank unit trust
- For a complaint about advice you were given, or a product sold to you that never suited you, the FAIS Ombud is on 0860 663 274.
- For the administration of the investment itself, the National Financial Ombud is on 0860 800 900.
- Collective investment schemes are regulated by the Financial Sector Conduct Authority. Check that anyone advising you is a registered financial services provider with an FSP number.
Frequently asked questions
What is the Nedbank unit trust contact number?
The Nedgroup Investments client service centre on 0860 123 263 handles unit trust accounts; the Nedbank banking contact centre cannot see an investment account.
What is the Nedgroup Investments email address?
info@nedgroupinvestments.co.za. The postal address is PO Box 1510, Cape Town, 8000.
Who do I call for advice on Nedbank unit trusts?
Nedbank Financial Planning on 0861 238 887, or +27 10 217 4847 from abroad, or financialplanning@nedbank.co.za. Administration of an existing account stays with the client service centre.
How long does a Nedbank unit trust withdrawal take?
Unit trusts do not pay out same-day. Ask the client service centre about the settlement period, and note that the price you get depends on the cut-off time your instruction reaches.
Who complains to about Nedbank unit trust advice?
Complaints about advice go to the FAIS Ombud on 0860 663 274; complaints about administration go to the National Financial Ombud on 0860 800 900.
Sources
- Nedgroup Investments published unit trust investment agreement documents hosted on the Nedbank site, for the client service centre number, the general mailbox and the Cape Town postal address
- Nedbank official contact page, for the Financial Planning number and mailbox and the Online Share Trading number
- Nedbank official contact page, for the FAIS Ombud and National Financial Ombud referral details