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More Predictable Investment Outcomes Local and offshore investment offerings

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If you have any concerns or wish to verify any communication, please call the Marriott Client Relationship Team on 0800 336 555 or +27 (0)31 765 0700 or send an email to info@marriott.co.za.

Why choose Marriott?

Understand our investment philosophy and see an overview of our product offering.

About Marriott
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The right tool for the job

Find the right investment by using our planning tools.

Investment Tools

Additional Info

Browse all available information for our products and services.

Tools

See what our predictable investment outcomes can deliver for you.

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Brochures

Browse through a list of our brochures to better understand our service offerings.

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Factsheets

An Informative listing of frequently searched local and international topics.

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Forms

All forms and other administration documents are available here.

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LISP

Linked Investment Services Providers are institutions that package many unit trusts into one entry point.

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Local Investments

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.

R50,000

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.

R50,000

Preservation Fund

Offshore Investments

What do you want to do?

Minimum investment

Product

Invest in an offshore share portfolio.

£25,000

International Investment Portfolio (GBP)

Invest in a direct UK real estate Fund.

£10,000

First World Hybrid Real Estate plc (GBP)

Invest in offshore unit trusts.

£1,000 or $1,000

Unit Trusts (USD and/or GBP)

Invest in global unit trusts.

R500 lump sum and/or R300 debit order

Unit Trust Feeder Funds (ZAR)

Preservation Fund

Where

Minimum investment

Product

I am transferring from a ...

R50,000

Pension Fund

I am transferring from a ...

R50,000

Provident Fund