Retail Clients

Below you will find a list of products and summaries of the applicable principles and practices for the funds covered by the PPFM. Please select the one relevant to you and your investment.

Product-specific Summaries of Principles and Practices

2-IN-ONE SAVINGS PLANS

Max Investments:

Max Income:

Old Mutual Wealth:

Investment Horizons:

Essential Savings:

Nedbank 10

Greenlight Savings Benefit:

Flexi:

Conventional:

Guaranteed Capital Fund

Group Schemes Savings Portfolio

  • Investment Plan
  • Short Term Investment Plan
  • Single Premium Investment Plan
  • Education Plan
  • Education Care Plan
  • Money Care Plan
  • Short Term Money Care Plan
  • Retirement Plan
  • SAVINGS 4 RETIREMENT

Group Schemes GrowPlan Portfolio

  • GrowPlan Money Value
  • GrowPlan Real Value

Contact Us

If you have a query regarding the Principles and Practices of Financial Management, please contact your Financial Adviser or Broker, or call us at the number provided in the product-specific document above.