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A hollard logo
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A hollard logo
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Hollard Fund Endowment 

Enjoy saving with tax benefits with a trusted endowment.

 

What is a Fund Endowment?

The Hollard Fund Endowment is an investment solution that enables saving with tax benefits and other advantages. Enhance your investment returns over time with reduced administration costs and a simplified investment offering. If you’ve got time to invest, this is a solution that will ripen with age.

Features and benefits

  • Savings with tax benefits – from reduced tax rates and policy proceeds paid from net tax
  • Cash on hand if you need it – one free withdrawal within the first five years or unlimited withdrawals after the five-year period
  • Extensive choice – take your pick from multiple Investment Portfolio Options
  • Flexibility – choose one or a combination of funds with the flexibility to change your portfolios if they are not performing the way you expected them to
  • Bolster your estate planning – by including other lives assured on your policy and nominating beneficiaries

Important information

You’ll need a minimum investment of R100 000 to open a Hollard Fund Endowment.

All fees below are VAT exclusive:

  • Initial admin fee – 0%
  • Initial/annual portfolio management fee
  • Annual administration fee – 0.65% (not vatable) for policies incepted post 1 June 2022
  • Initial financial advisor fee – maximum fee of 3% excluding VAT
  • Annual financial advisor fee – maximum fee of 1% excluding VAT
  • For Policies incepted post 1 June 2022:
    • Income Tax recovery changes – 0% for the first five years of the policy
    • Capital Gains Tax recovery charges – 0% for the first five years of the policy
  • Dividends Withholding Tax recovery charges – 20%

Frequently Asked Questions

Contact Details

Investment Enquiries
 

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