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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 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

 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
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

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