|Initial Administration Fee||No Fee|
|Initial Management Fee|
|Financial Advisor Initial Fee||A maximum fee of 3% excluding VAT|
|Annual Administration Fee||
A weighted average fee is charged on the value of your Investment Account:
The Hollard Investments Annual Administration fee may differ in certain circumstances.
|Financial Advisor Annual Fee||
A maximum fee of 1% excluding VAT
How to submit a form to us:
The Hollard Investment Plan provides investors with a simple, cost-effective and efficient way to invest disposal income in a variety of investment portfolios through a single investment account.
You may contribute to your investment via:
The minimum initial amount required to open an Investment Account is R5 000. The minimum recurring monthly debit order amount is R500.
The investment is subject to the following taxes:
When you open your investment account you can select from a range of Investment Portfolios options. You may select any one or a combination of the Investment Portfolios offered, and may switch between funds at your discretion. It is important for you to monitor and review your investment portfolio selection on a regular basis, in order that your investment continues to meet your financial needs.
You may cede some or all of your investment as collateral/security.
No, due to the nature of the product, you may not cancel your investment and no cooling-off period applies. You may request a full withdrawal or may transfer your investment to another authorised provider.
No, the product does not provide a guarantee on the investment value of your investment account nor does it guarantee the performance of the investment. The market value of the investment may fluctuate and go down as well as up, and past performance is not necessarily a guide to the future. The investor carries the investment and market risk which may include the possibility of losing capital.
Yes, additional contributions can be added to the investment at any time. You may also invest via a recurring monthly debit order which you may start, stop or amend as you wish.
Yes, you may make as many withdrawals from the investment as often as you wish to do so.
Your investment forms part of your estate and will be governed by your last will and testament. Any beneficiaries who receive a portion of the investment may receive their portion, according to the instructions of the executor of the estate, as a cash pay-out or a transfer to an investment account in their name at Hollard or another product provider.
It is recommended that you appoint a financial advisor to assist you. The Administrator and the Manager do not provide financial advice, and may only supply the investor with factual or administrative information relating to the investment products and portfolios.