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Hollard Fund Endowment 

 

Enhance your investment returns through a tax-efficient, investment solution, with reduced administration costs and a simplified investment offering. Ideal for clients that have five or more years to invest.

Benefits you receive

  • Tax advantages with reduced tax rates and policy proceeds paid out net of tax. 
  • Once-off access to withdraw from your policy during the first five years.
  • Multiple Policy selection for additional liquidity needs.
  • Access to a range of Hollard Prime Unit Trust Fund options to suit your risk appetite and goals.
  • By being fully invested in one or more of the Hollard Prime Unit Trust Funds, you get the added benefit of reduced Hollard annual administration fees.
  • Once-off contributions can be made whenever you wish (subject to legislative limits).

  • Ideal for estate planning with multiple Life Assured nominations ensuring the policy continues on the death of the Investor, direct payment to nominated beneficiaries
    on the death of the last surviving life assured, and no executor’s fees under normal circumstances.

 

Forms and Documents

How to submit a form to us:

  • Select a form from the list below.
  • 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

What it will cost

Minimum investment

R100,000 per policy 

Initial Administration Fee No Fee
Initial Management Fee

No Fee

Annual Administration Fee

0.50% (not vatable)

Tax Recovery Charges

 

Income Tax: 0% (for the first 5 years of the policy)

Capital Gains Tax: 0% (for the first 5 years of the policy)

Dividends Withholding Tax: 20%

Portfolio Management Annual Fee

See portfolio list

Financial Advisor Initial Fee A maximum fee of 3% excluding VAT
Financial Advisor Annual Fee

A maximum fee of 1% excluding VAT

Contact Details

Investment Enquiries
 

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Frequently Asked Questions