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A hollard logo
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A hollard logo
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A hollard logo
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A hollard logo
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Hollard Savings Plan

Reach your savings goals and invest in one or more Hollard Prime Unit Trust Funds, with no administration fees payable.

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 Hollard Prime Unit Trust Fund options to suit your risk appetite and goals
  • Contributions are flexible, you can start and stop contributing whenever you want to with no penalties
  • No annual administration costs means your investment returns do not get further reduced by excessive fees

What it will cost

Minimum investment

 R5000 (Lump-sum investment)

 R500 (Recurring investment)

Initial Administration Fee No Fee
Initial Management Fee

No Fee

Annual Administration Fee No Fee

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

Forms and Documents

How to submit a form to us:

  • Select a form from the list below (all are in PDF format).
  • 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

Contact Details

  • Call Us: 0860 202 202
  • Email: customercare@hollardinvestments.co.za
  • Fax: +27 11 351 3816
  • For compliments and complaints please fill in the Customer Support form on the right. Alternatively, view our complaints process by clicking here.

COMPLAINTS PROCESS
 

Investment Enquiries
 

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Frequently Asked Questions