The Hollard Investment Plan.

Grow your money with added flexibility and diversity  A cost effective investment solution offering a variety of Investment Portfolio options, flexibility and no term restrictions.

Benefits you receive.

  • Unlimited access to your money - withdraw what you want, when you want and access your money quickly. Recurring withdrawal payments can also be set up
  • Access to a range of Investment Portfolio options to suite your risk appetite and goals
  • Contributions are flexible, you can start and stop contributing whenever you want to with no penalties

What it will cost.

Minimum investment
R5000 Lump sum investment
R500 Recurring investment
Initial Administration Fee No Fee
Initial Management Fee

See portfolio list

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:
From R0.0 to R1million  0.45%
Next R500 000 0.40%
Next R500 000 0.35%
Thereafter 0.25%

  The Hollard Investments Annual Administration fee may differ in certain circumstances.

Financial Advisor Annual Fee

A maximum fee of 1% excluding VAT

Forms and Documents.

How to submit a form to us:

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


Contact Details.

For compliments and complaints please fill in the Customer Support form on the right. Alternatively view our complaints process by clicking here


Investment Enquiries.

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We will get back to you as soon as possible.

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Frequently Asked Questions.