Invest Now

Steps to investing with Honey Investment Solutions

Step 1. Consult with your financial advisor

• He/she will assess your investment needs and objectives and advise you on the most appropriate product/fund solution.
• Need financial advice? Hollard and Honey are not authorised to provide financial advice. But we do believe in the merits of impartial investment advice for those who may lack the knowledge and skill to make their own investment decisions without help. A list of registered Financial Advisors is available on the Financial Sector Conduct Authority.

Step 2. Choose an investment product to match your objectives

• Hollard Savings Plan
• Honey Investment Plan
• Honey Endowment Plan
• Honey Preservation Plan
• Honey Retirement Annuity
• Honey Living Annuity

Step 3. Choose your underlying investment portfolios

Review the Investment Portfolio List for the respective investment product for the range of investment portfolio options available for selection.

Step 4. Request an investment product quotation

• This quote will confirm all fees applicable to your investment as well as provide you with important information about the product.
• Your Financial Advisor or the Hollard Customer Care team can assist you with a quote, or you can do it yourself by accessing our online portal.

Step 5. Complete the applicable product investment application form and attach all required documentation

• Download the product application form.
• E-mail the completed form to honey@hollardinvestments.co.za

Step 6. Once your instruction has been completed you will receive an investment confirmation letter confirming all your investment details