The Hollard Living Annuity.

Earn an income in retirement from your retirement savings. Invest your retirement savings into a flexible product and
earn a regular income during retirement.

Benefits You Receive.

  • Tax benefits – Investment returns are not subject to Capital Gains Tax, Interest Income Tax of Dividends Tax. Income tax will be deducted from your annuity before it is paid to you.
  • Access to a range of Investment Portfolio options to suite your risk appetite and goals.
  • Flexible regular income payments of between 2.5% and 17.5% per annum of the value of the investment, adjusted annually to suite your income needs.
  • Ideal for estate planning with no executor fees and estate duty, and direct payments to beneficiaries.

What it will cost you. 

Minimum investment R50 000 Lump sum investment
Initial Administration Fee No Fee
Initial Management Fee

See portfolio list

Financial Advisor Initial Fee A maximum fee of 1.5% 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: 
    customercare@hollardinvestments.co.za or
    Fax: +27 11 351 3816

VIEW RELEVANT FORMS

Contact Details.

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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