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A hollard logo
A hollard logo
A hollard logo

Retirement Annuity Savings

Save for retirement in a simple and tax-efficient manner. Invest in a retirement annuity as an alternative to, or in addition to, saving via an employer pension or provident fund.

Benefits you receive

  • Tax benefits - Investment returns are not subject to Capital Gains Tax, Interest Income Tax of Dividends Tax.
  • Contributions are tax-deductible.
  • Access to a range of Investment Portfolio options to suit your risk appetite and goals
  • Contributions are flexible, you can start and stop contributing whenever you want to with no penalties.
  • Flexibility at Retirement - up to one-third of the value of your investment may be taken in cash & the balance
    used to purchase an annuity to pay you an income in retirement.
  • Protection of your savings by limiting your investment’s exposure to risky assets, per Regulation 28 requirements.

What it will cost

Minimum investment

R5000 (Lump-sum investment) or R500 (Recurring
investment monthly)

Initial Administration Fee No Fee
Initial Management 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

Annual Administration Fee

A fee is charged on the value of your Investment Account as follow

Investment Value

Annual Admin Fee if fully invested in 3rd Party Manager Funds – Weighted Fee (Excl. VAT)

Annual Admin Fee if fully invested in Hollard Prime Unit Trust Funds – Flat Fee (Excl. VAT)*

From R0.0 to R1 million 0,45% 0,25%
Next R500 000 0,4%
Next R500 000 0,35%
Thereafter 0,25%

*Should the Investor not be fully invested in Hollard Prime Unit Trust Funds within the Investment Account, the annual administration fee will be calculated proportionally using the two fee scales provided in the table above for the respective portfolios.

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


Contact Details


Investment Enquiries

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Frequently Asked Questions