Choose Your Product
Product Description Investment Limit Select
South African Unit TrustAn investment product which allows you to grow your money and meet your individual investment objectives in South Africa.Minimum of R5 000 as a lump sum, AND/OR a minimum of R500 as a monthly debit order.
South African Tax Free Savings AccountAn investment product which allows you to grow your money and meet your individual investment objectives free of any income tax on the interest, dividends tax on the dividends or capital gains tax on the capital gain in South Africa.Minimum of R500 and maximum of R33 000 as lump sum or total annual investment, AND/OR
minimum of R500 and maximum R2 750 as a monthly debit order.
Retirement Annuity FundA retirement savings product which allows you to save for your retirement in a tax-efficient manner.Minimum of R10 000 as a lump sum, AND/OR
a minimum of R500 as a monthly debit order.
Preservation FundA retirement savings product which allows you to preserve the benefit that you have accumulated within your employer’s retirement fund in a tax-efficient manner.Minimum of R100 000 as a lump sum transfer.
Living AnnuityA life policy which pays you an income in retirement and allows you to choose your income draw down rate and investment options.Minimum of R100 000 as a lump sum transfer.
Endowment PolicyA life policy which allows you to save in a tax-efficient manner and creates liquidity in your estate.Minimum of R10 000 as a lump sum, AND/OR
a minimum of R500 as a monthly debit order.