Lump Sum Investment: R30 000
If you are retrenched or resign, you need a place to preserve and grow the proceeds of your previous employer’s pension or provident fund. The Old Mutual Unit Trusts Preservation Pension Fund accepts the proceeds of pension funds, while the Old Mutual Unit Trusts Preservation Provident Fund accepts the proceeds of provident funds.
As it is a unit trust-linked investment you can tailor your portfolio to suit your specific needs, and benefit from the ability to switch between unit trusts to restructure your portfolio as your investor profile changes. Access to our
Classic Investment Collection as well as our range of over
40 unit trusts enables you to diversify your investment across regions, sectors and economies. Your transfers in are untaxed. These funds only accept lump sum investments and you may not make ad hoc or top-up investments.
You may access you capital prior to retirement, as determined by the product rules.
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