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R3 000 per month or
R36 000 lump sum
R36 000 per tax year, and
R500 000 per lifetime
No fixed period but a minimum of three years is recommended to limit the negative impact of short-term market fluctuations.
Access to the widest choice of investments:
Investment funds that charge performance fees are excluded. Investment in individual shares, exchange traded funds (EFTs) and other stockbroking instruments will also not be allowed.
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.
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.