Contact
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What do you want to do?
Minimum investment
Product
Grow your wealth but have access to it when you need it.
R500 lump sum and/or R300 debit order
Unit Trusts
Draw an income from your retirement savings.
R50,000
Living Annuity
Draw an income from your personal wealth savings.
Income Solution
Save for retirement in a tax efficient way.
R10,000 lump sum and/or R300 debit order
Retirement Annuity
Transfer your retirement savings when changing employment.
Preservation Fund
Invest in an offshore share portfolio.
£25,000
International Share Portfolio (GBP)
Invest in a direct UK real estate Fund.
£10,000
First World Hybrid Real Estate plc (GBP)
Invest in offshore high-income portfolios.
£25,000 or $30,000
Smart International Income Portfolio
Invest in a offshore diversified equity Portfolio.
Smart International Equity Portfolio
Invest in offshore unit trusts.
£1,000 or $1,000
Unit Trusts (USD and/or GBP)
Invest in global unit trusts.
Unit Trust Feeder Funds (ZAR)
Where
I am transferring from a ...
Pension Fund
Provident Fund
Local
Offshore