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

Quick Document Links

Unit Trust Fund information and Minimum Disclosure Documents (MDD)

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

What does the Hollard Savings Plan provide?

The Hollard Savings Plan provides investors with a simple, cost-effective and efficient way to invest disposal income in a one or more Hollard Prime Unit Trust Funds through a single investment account.

How do I invest into the Hollard Savings Plan?

You may contribute to your investment via:

An initial once-off investment
A recurring monthly debit order investment
An additional once-off investment

What is the minimum investment amount?

The minimum initial amount required to open an Investment Account is R5 000. The minimum recurring monthly debit order amount is R500.

What are the tax implications of this investment?

The investment is subject to the following taxes:

Capital Gains tax: realised on the sale of an investment portfolio, if the sale results in a capital gain, meaning that the asset is worth more when sold than it was when it was purchased.
Interest Income tax: incurred on any portfolio which is invested in underlying assets which earn interest and realised in the tax year in which it is earned.
Dividends Tax: incurred on the receipt of a distribution which contains a local dividend component, and withheld by the administrator who pays the tax to SARS on behalf of investors

What underlying Investment Portfolios can I invest in?

When you open your investment account you can select from the range of Hollard Prime Unit Trust Funds. You may select any one or a combination of the Hollard Prime Unit Trust Funds offered and may switch between funds at your discretion. You need to monitor and review your investment portfolio selection regularly so that your investment continues to meet your financial needs

Can the investment be used as security/collateral?

You may cede some or all of your investment as collateral/security.

Can the investment be cancelled and does a cooling off period apply?

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

Is the investment guaranteed?

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.

Can I make additional contributions to my investment?

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

Can I withdraw from my investment?

Yes, you may make as many withdrawals from the investment as often as you wish to do so

What happens if I pass away?

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.

Do I need a Financial Advisor to invest in this product?

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.