Preservation Fund

Date of birth

Financial advisor details

Investment Details

Annual portfolio management fee  
0.15 %
Annual financial advice fee  

Select lump sum contributions

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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.