Have you resigned or been retrenched recently? Why not invest a minimum lump sum of R50 000 from your retirement benefits into this unit trust-linked preservation fund, exposing your capital to potential market-related growth.
Features and Benefits
- Access to a comprehensive spread of underlying investment options managed by leading asset managers.
- Investment in the Fairbairn Capital Preservation Plan can only be made by way of transfer from another approved pension or provident fund, at any stage.
- Investment minimums from R100 000 lump sum and R10 000 additional investments (subject to certain conditions).
- The Fairbairn Capital Pension Preservation Fund accepts pension fund benefits.
- You may choose up to ten funds from which to structure your portfolio.
- A maximum of 75% of your capital may be invested in equities.
- You may invest directly in your selection of funds, or phase-in your capital via the Call Account over three, six, nine or 12 monthly instalments.
- You may switch between funds, subject to the terms and conditions of the funds available at the time.
- Prior to retirement, one taxable withdrawal is allowed, a portion of which may be tax-free.
- In the event of ill-health or total disability, you may apply for early withdrawal.
- No loans are allowed.
- Your contract may not be ceded as security.
- You may nominate beneficiaries but the trustees are obliged to meet the needs of your dependants before favouring your beneficiary nominees.
For more information on Fairbairn Capital Preservation Fund, please visit the Fairbairn Capital website.