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How to invest in an endowment

How to invest in an endowment

How do I invest?

STEP ONE: Register online and choose the unit trusts for your investment.

STEP TWO: If you are a new client, send us your FICA documents.

STEP THREE: Nominate your beneficiaries using the Beneficiary Nomination Form.

STEP FOUR: Log in and submit your investment instruction.

Your instruction will be processed automatically.

What banking details do I use?

Please contact our client services team for the bank account details relevant to this product. Note that our bank account details will only be provided after the verification of the policyholder is confirmed.

Direct client fees

Administration fee per year (This product is VAT exempt)
Initial fee None
Ongoing fee PSG unit trusts* Other unit trusts
R0 - R1 500 000 0.350% 0.575%
> R1 500 000 - R6 000 000 0.230% 0.230%
> R6 000 000 0.115% 0.115%

*Fee is only applicable when investing in a PSG unit trust fund.

Please note:
These fees are the platform administration fees, and further fund specific fees charged by the fund manager.

Statutory Charges:

  • 20% of dividends payments are withheld by withholding agents who will then pay the tax to SARS

ready to invest?

With more than 200 offices throughout South Africa and both a Namibian and Mauritian presence, quality advice is on your doorstep. Find an adviser or start trading by registering for our PSG Wealth trading and investment platform.
Copyright © PSG Konsult Ltd (1998-2019), All Rights Reserved. FAIS affiliates of the PSG Konsult Group are authorised financial services providers.