How To Invest In A Tax Free Investment Plan

How to invest in a tax free investment plan

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: Log in and submit your investment instruction.

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 fees

Administration fee per year (excl. VAT)
Initial fee	None
Ongoing fee	PSG unit trusts*	Other unit trusts
R0 - R1 500 000	0.304%	0.500%
> R1 500 000 - R6 000 000	0.200%	0.200%
> R6 000 000	0.100%	0.100%

*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.

On this page

How do I invest?
What banking details do I use?
Direct client fees

How to invest in a tax free investment plan

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