Retirement Annuity

For illustrative purposes only. (E&OE)

This section is not mandatory to proceed.

Gross investment amount
Nett investment amount

Age

Mandatory Fields
Date of birth

Lump Sum

Regulation 28 Portfolios
Discretionary Portfolios
All Fees are built in
{{lumpSum.provider}} {{lumpSum.product}}
{{lumpSum.currency || 'ZAR'}}
Please select lump sum from the list

Debit Order (Facility not available yet)

Regulation 28 Portfolios
Discretionary Portfolios
{{debitOrder.provider}} {{debitOrder.product}}
{{debitOrder.currency || 'ZAR'}}
Please select debit order from the list
Annual debit order increase

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*    

Notes

*Assuming no market growth. 1st year only.