The Hollard Retirement Annuity Plan.

Save for retirement in a simple and tax efficient manner. Save in a tax-efficient method for retirement as an alternative to or in addition to saving via an employer pension or provident fund this could be the savings solution for you.

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 suite 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, in accordance with Regulation 28 requirements.

What it will cost.

Minimum investment
R50 000 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: 
    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.
 

Thank you for contacting us.

We will get back to you as soon as possible.

Click here to go to the Hollard home page.

Oops! It seems an error has occurred.

Please fill out the form below and we'll get back to you.

Click here to go to the Hollard home page.

Frequently Asked Questions.