Retirement Annuity

For illustrative purposes only (e&oe) Only fill data in grey blocks
Gross investment amount
Nett investment amount
Date of birth
* Age cannot be greater than 55

Lump Sums (Please select one or more products)

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R
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Debit Order (Please select one or more products)

Annual debit order increase
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R
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Financial advice fees - maximum of 3%  
Stock broker fee   0.08%
JSE investor protection levy   0.0002%
Sub total    
Value added tax   14%
Total initial fees    
Annual financial advice fees (0-1%)  
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.

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.