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Hollard Investment Plan

An investment planning solution that brings your goals within reach.

 

What is the Hollard Investment Plan?

The Hollard Investment Plan is investment made simple and available to everyone.

It’s a flexible and diverse investment account that can gain the momentum you expect from an investment while being accessible for those moments when you need it.

Features and benefits

  • Flexibility – start or stop contributions anytime, without penalties
  • Access your money when you need it – all of it, or a portion, it’s your choice
  • Choose your portfolio – take your pick from a range of Unit Trust Funds [JS1] 
  • Simplified investment planning – create your plan your way

Important information

Invest from as little as R500 per month or a R5 000 lump sum.

You can also transfer an existing investment to your Hollard Investment Plan.

Chat to us about your investments options.

The below fees are VAT exclusive:

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Annual Administration Fee

A fee is charged on the value of your Investment Account as follow

Investment Value


Annual Admin Fee if fully invested in 3rd Party Manager Funds – Weighted Fee. (Excl. VAT) 


Annual Admin Fee if fully invested in Hollard Prime Unit Trust Funds – Flat Fee. (Excl. VAT)*

From R0.0 to R1 million 0.45% 0.25%
Next R500 000 0.40%
Next R500 000 0.35%
Thereafter 0.25%

*Should you not be fully invested in Hollard Prime Unit Trust Funds within the Investment Plan Account, the annual administration fee will be calculated proportionally using the two fee scales provided in the table above for the respective portfolios.

Frequently Asked Questions

Forms and Documents

How to submit a form to us:

  • Select a form from the list below (all are in PDF format).
  • Print and complete the form.
  • Attach all required documentation, including FICA documentation (for new investment application).
  • E-mail or fax the completed form to: 
    customercare@hollardinvestments.co.za or
    Fax: +27 11 351 3816

VIEW RELEVANT FORMS

Contact Details

COMPLAINTS PROCESS

Investment Enquiries
 

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