Client Details

Financial advisor details

Please refer to the brochure and supplementary material for each respective product to enter the applicable fees below.

Initial financial advice fee  
Annual financial advice fee  

Investment details

Level of protection  
Lump sum R
Debit order R

Select funds for protection

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Please select fund from the list
Total should amount to 100

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.