Preservation Pension Fund

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Age

Mandatory Fields
Date of birth

Lump Sum

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R

NOTE THAT STRUCTURED INVESTMENT FEES DIFER FROM PRODUCT TO PRODUCT.
REFER TO THE RELEVANT PRODUCT INVESTMENT SCHEDULE, BROCHURE AND SUPPLEMENTARY MATERIAL PUSBLISHED ON OUR WEBSITE TO DETERMINE THE REQUIRED FEE IMPUTS BELOW.

Advice Fees (Incl 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*