Preservation Pension Fund

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Age

Mandatory Fields
Date of birth

Lump Sum

Regulation 28 Portfolios
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ZAR

Advice Fees (Excl Vat)

Initial Advice Fees  
Stock broker fee   0.08%
JSE investor protection levy   0.0002%
Sub total    
Value added tax   14%
Total initial fees    
Annual Advice Fees  
Annual portfolio investment management fee   0.15%
Annual administration fee for 1st R 500 000 0.70%
Annual administration fee for 2nd R 500 000 0.55%
Annual administration fee on the amount over R 1 000 000 0.40%
Sub total    
Value added tax   14%
Total ongoing fees*