Marriott – Local and International Investments

Financial Advisors
If you are a Financial Advisor and would like to become accredited by Marriott, please contact our Communication Centre on 0800 336 555 or info@marriott.co.za. We will require the following information from you:

What region you are based in

Your FSB licence and annexures

Once we have received the above, a Consultant will be allocated to you and the relevant forms to be completed and signed will be sent to you along with a list of required documents.

Investment Planning Tools
Consolidated Investment Tool Establish future income potential from investments (Marriott and Non-Marriott).	LISP Income Tool Platform: Unit Trusts Platform Living Annuity: Unit Trusts Platform Living Annuity: Fund of Funds
Solutions Investment Tools Construct a Marriott Investment Solution with the asset allocation of your choice.	LISP Platforms Click here to view a list of LISP Platforms our funds are available on.

Online Investing

Existing Marriott Investors

If you are an existing Marriott investor registered for Secure Services, please log in here.

New to Marriott

If you are not an existing Marriott investor registered for Secure Services, please click here to continue.

Invest Now

International Investments

I would like to ...		Product
	Invest outside South Africa.	International Investments
	Grow my wealth but also have access to it when I need it.	South African Unit Trusts
	Save for retirement in a tax-efficient way.	Retirement Annuity
	Receive a monthly income from my savings.	Income Solution
	Draw an income from my retirement savings.	Living Annuity
	Preserve my retirement savings when changing jobs.	Preservation Fund
	Invest in a cash management solution.	Cash Management

Denominated in a Foreign Currency		Denominated in Rands
	International Share Portfolio		Feeder Fund Unit Trusts
	Direct UK Property Solution
	International Unit Trusts
International investments denominated in a foreign currency would require you to use your foreign currency allowance of up to R10 million per year. If your investment is larger than R1 million per year, tax clearance will be required.