Preserve your retirement savings in a tax-efficient way when you change jobs. Our Preservation Funds grow your retirement capital giving you a more predictable outcome so that you can draw a reliable monthly income when you retire.
Choose between the Marriott Balanced Fund as the default managed portfolio (Reg 28), or a select range of Marriott Unit Trusts (use our online tool to create your own Reg 28 portfolio).
Automatically reinvested to accumulate capital.
Capital is accumulated through the tax-free reinvestment of income, and from growth in this income.
Rebalance your portfolio at any time, no CGT incurred.
Pre-Retirement:
At Retirement:
You may nominate dependants and beneficiaries. Beneficiaries can elect to receive a lump sum (subject to tax legislation) or to transfer the investment to an annuity.
Fees | Technical Information |
Marriott Initial Fee |
0% | |||||
Advisor Initial Fee |
Max 3% | |||||
Marriott Annual Management Fee |
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Advisor Annual Fee |
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Intermediary Admin Fee |
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Please note that fees are quoted excluding VAT.
Minimums | |
Lump Sum |
R50 000 |
Additional Investment |
– |
Debit Order |
– |
Income Details | |
Distribution |
All distributions earned are reinvested |
Client Statements | |
Quarterly Statements |
Dated as at the end of Feb, May, Aug, Nov |
Annual Reporting |
Benefit Statement |