Living Annuity

For illustrative purposes only (e&oe) Only fill data in grey blocks
Date of birth
Retirement due to disability?
Frequency

Portfolio option

1

2

3

4

5

Total investment amount

Select type of input for payout amount
Annuity pay-out amount
Annual draw-down rate

Annuity pay-out amount
Annual draw-down rate

Initial financial advice fee

Annual financial advice fee

Tax rate
%

Notes

*Assuming no market growth. 1st year only.

Excessive fees destroy investment returns.

Itransact is committed to Treating Customers Fairly and complies with the Association for Savings and Investment South Africa (ASISA) policy on Effective Annual Cost (EAC), a measure which allows you to compare the fees you incur and their impact on investment returns when you invest in different financial products offered by financial services investment companies. The EAC is made up of four components, which are added together and displayed as an annual percentage for relevant time periods. The EAC calculation assumes that an investor terminates their investment in the financial product at the end of the relevant periods shown in the calculation.