The following unit trust investment options are available through PSG:
This page will explain the investment process relevant to each of these products and assist you to open an account.
You are welcome to contact us at any time on 0860 774 774 or email us at
clientservice@psg.co.za.
Required information for all products
- For the PSG Wealth Tax Free Investment Plan the minimum investment is a lump sum of R6 000 or a minimum monthly debit order of R500 per month
- For all other unit trust investment options you must invest a minimum lump sum of R20 000 or a minimum monthly debit order of R500 per month.
- Make your fund selection - decide how your portfolio will be structured - by choosing funds from our fund list. For the tax-free account select your funds from this fund list.
- Complete the online registration process.
- Provide us with your FICA documents.
- Review the product specific sections below for specific instructions on how to complete your application for living annuities, preservation funds and transfers from other funds.
Tax Free investment plan
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our tax free investment plan page
click here.
Voluntary investment plan
- Register online.
- Send us your FICA documents
- If transferring from another management company please provide:
- Your instruction will then be processed automatically.
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our voluntary investment plan page
click here.
Endowment policy
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our endowment policy page
click here
Retirement Annuity Fund
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our retirement annuity fund page
click here
Pension or Provident Preservation Fund
- You may only invest in Regulation 28 compliant unit trust funds within this portfolio.
- Register online.
- Complete and send us your Preservation Fund application form, which will include choosing the funds for your portfolio.
- Send us your FICA documents.
- We will liaise with your current pension or provident fund provider to receive the necessary documents and investable funds.
- Your instruction will then be processed automatically.
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our pension or preservation fund page
click here.
Equity Linked Living Annuity Fund
- Register online.
- Complete and send us your Equity Linked Living Annuity application form, which will include choosing the funds for your portfolio.
- Send us your FICA documents.
- If transferring from another management company:
- We will liaise with your current retirement fund provider to receive the necessary documents and investable funds.
- Your instruction will then be processed automatically.
The following documents provide useful information or are required for certain specific transactions on your account.
Banking details
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.
Go to our living annuity page
click here.