Invest Now

Investing with us for the first time? Follow these easy steps

Steps to investing with Hollard

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 fiinancial advice? Hollard Investments is 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

Hollard Investment Plan

Hollard Endowment Plan

Hollard Preservation Plan

Hollard Retirement Annuity

Hollard 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


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

Need to get in touch with us?


Call Hollard Investments on
0860 202 202 or email 
customercare@hollardinvestments.co.za

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Visit our secure online portal to invest now or manage your investments.
 

Have some questions or looking for further insight?


Send us your details and we will give you a call.

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Ready to invest without the assistance of an advisor? Get an online quotation now.

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Find everything you need to invest with us now or manage your existing investments.

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Access the Hollard Prime Fund factsheets, latest and historic unit prices, investment insights, and more.