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Standard Investment

The Standard investment is an investment into unit trust funds

Add or withdraw funds at any point in time.

Certain tax exemptions are allowed.

The investment forms part of your estate and can be used to fund debt in the estate.

Tax Free Investment

The Tax Free Investment provides tax savings on your investment returns

Invest a maximum of R 36 000 p.a. and no more than R 500 000 in your lifetime. Withdraw funds at any point in time.

Tax-Free while invested. NO capital gains, dividend withholdings or tax on interest income.

The investment forms part of your estate and can be used to fund debt in the estate.

Retirement Annuity

The Retirement Annuity is an investment providing for retirement

Invest at any time but no withdrawals before the age of 55. After 55, up to 1/3rd can be taken in cash. The rest must purchase income annuity.

Tax-free while invested. Contributions are tax deductible (up to a limit) i.e. it reduces your tax payable. Tax is applicable upon retirement.

No estate duty or executor's fees will apply. The Fund Trustees will distribute any remaining investment to your dependants.

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Standard Investment

The Standard investment is an investment into unit trust funds

Add or withdraw funds at any point in time.

Certain tax exemptions are allowed.

The investment forms part of your estate and can be used to fund debt in the estate.

Tax Free Investment

The Tax-free investment provides tax savings on your investment returns

Invest a maximum of R 36 000 p.a. and no more than R 500 000 in your lifetime. Withdraw funds at any point in time.

Tax-Free while invested. NO capital gains, dividend withholdings or tax on interest income.

The investment forms part of your estate and can be used to fund debt in the estate.

Retirement Annuity

The Retirement Annuity is an investment providing for retirement

Invest at any time but no withdrawals before the age of 55. After 55, up to 1/3rd can be taken in cash. The rest must purchase income annuity.

Tax-free while invested. Contributions are tax deductible (up to a limit) i.e. it reduces your tax payable. Tax is applicable upon retirement.

No estate duty or executor's fees will apply. The Fund Trustees will distribute any remaining investment to your dependants.


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What you will need to invest online

Proof of identification

Your banking details

Your tax details

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