Local Investment Offerings

Save for Retirement

Grow your retirement capital so that you can draw a reliable monthly income when you retire.

  • Retirement Annuity

A tax efficient vehicle for individuals wanting to save for retirement or supplement their existing retirement savings.

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  • Preservation Fund

Preserve retirement savings when changing employment or at retrenchment in a tax efficient manner.

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Draw an Income

Draw a reliable monthly income during retirement or reinvest the income to compound investment return.

  • Living Annuity

Our Perpetual Annuity is an investment linked life annuity that provides a consistent and reliable monthly annuity.

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  • Income Solution

Providing a consistent and reliable monthly income from your personal savings to fund your lifestyle.

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Invest your Savings

Grow your personal wealth but also have access to it when you need it.

  • Unit Trusts

Invest into a Marriott unit trust fund that suits your personal investment objectives.

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  • Personal Portfolio

Designed to accumulate capital and grow the value of your capital.

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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 currency accounts in £ or $.

£25,000 or $30,000

Smart International Income Portfolio

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