Step 1

SELECT YOUR INVESTMENT OBJECTIVE

An extremely flexible way of saving for short or long-term goals. 

Save up to R33,000 per year on a tax-free basis.

Tax efficient long term product which allows you supplement your exisiting retirement savings.

Preserve your Company Retirement Fund without losing long-term retirement savings.

Combine the flexibility of a living annuity with the security of a Lifetime Income.

Step 2

PORTFOLIO RANGE

INVESTMENT TERM

RISK PROFILE

Step 3

INVESTMENT AMOUNT

LUMP SUM

MONTHLY

KEY FACTORS

The average costs are based on the lump sum invested through us or familieis total assets held with us.

Minimum Investment R 500,000

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We average the fee across all your investment, thereby reducing your overall cost.

R500,000 - R1,000,000                              |             1.00 %

R1,000,001 - R3,000,000                           |             0.75 %

R3,000,001 - R5,500,000                           |             0.55 %

+R5,500,001                                              |             0.55 - 0.25% 

We are the processor of personal information as defined in the Protection of Personal Information Act (POPIA) which will entail finalising and processing of your application.

During the process we will need to confirm your identity, address details and any other records by the Financial Advisory and Intermediary Services Act (FAISA) or any third party provider requirements.

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We are an Accountable and reporting institution subject to Anti-Money Laundering and Tax regulation. 

Thank you and successfully submitted. We will be in contact shortly.