You can adjust your portfolio when your needs and risk appetite change and it is easy to access your money if you need to.
Minimum contribution
R2 500 per month orR100 000 lump sum R15 000 per additional contribution whenever you have extra money available
How long to invest for
No fixed period but a minimum of three years is recommended to limit the negative impact of short-term market fluctuations.
Freedom to move your money
You can withdraw your investment to another company without any penalties.
Freedom to change your choice
You have total freedom to change your underlying investments. There is no charge to make a change, but depending on where you move your money to, initial investment charges may apply.
Your investment choices
Access to the widest choice of investments:
Benefits
How it works
Access to your money
Tax
Fees
Fees vary per product and your underlying investment. Please speak to your financial planner to make sure you pay the correct fees and that you understand which fees you pay and why.
Why get financial advice
It is important to bear in mind that any investment has some risk. We therefore recommend that you consult a financial planner who can help you find the most appropriate products for your needs and circumstances.