OFA Client

FIINFRA

Mayelana nalolu hlelo lokusebenza

Iklayenti le-OFA lenzelwe abatshalizimali besikhwama mutual ukulandelela nokuqapha izikimu zabo ze-mutual fund, ukucela imibiko yephothifoliyo, ukubuka imininingwane yokuthengiselana, ukwazi ama-SIP azayo nokunye okuningi. Lolu hlelo lokusebenza olwenziwe ngokukhethekile lukhawulelwe kuphela kulawo maklayenti ama-MFD awo angabasebenzisi ababhalisiwe be-OFA Plus.


Izici ezibalulekile ze-OFA Client App:

1. Ideshibhodi Yesikhwama Sokubambisana
2. Ukubukwa kwephothifoliyo ye-Mutual Fund ehlakaniphile
3.Isicelo sokubuka iphothifoliyo ehlakaniphile
4. Ideshibhodi ye-SIP
5. Isimo sephothifoliyo ehlakaniphile yesikimu
6. Isikhungo sokuthengiselana esiku-inthanethi (i-Exchange integrated)
7. Landela i-NAV nganoma yiluphi uhlelo kuphothifoliyo yakho
8. Isicelo se-imeyili sokuthola imibiko efingqiwe


Ukuzikhulula:
Kusho Amakhasimende ama-MFD abhaliswe ne-OFA. Ukutshalwa kwezimali kweMutual Fund kuncike ebungozini bemakethe. Funda yonke imibhalo ehlobene nohlelo ngokucophelela ngaphambi kokutshala imali. Yize kuthathwe ukunakekelwa okufanele, asiqinisekisi ukunemba, ukuphelela kanye nokuyiqiniso kolwazi. Lokhu kungusizo kuphela futhi ngeke kuthathwe njenganoma isiphi iseluleko sokutshala imali. Asingene kunoma ikuphi ukungahambisani kunoma yikuphi okunye. Azikho izethulo noma amawaranti enziwe (avezwa noma ashiwo) ngokuthembeka, ukunemba noma ukuphelela kolwazi. I-OFA ayinakubekwa cala nganoma yikuphi ukulahleka okuvela ngqo noma ngokungaqondile ekusetshenzisweni, noma kunoma yisiphi isenzo esithathiwe, noma yiluphi ulwazi oluvela kulolu hlelo lokusebenza lweselula nakuwebhusayithi yalo. Amakhasimende ayelulekwa ukuthi athathe izeluleko zochwepheshe ngaphambi kokuthatha noma yisiphi isinqumo. Ungahle ubheke iwebhusayithi efanele ye-AMC ukuthola eminye imininingwane.

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