Tax Free Plan Mobile

Tax Free Savings

  • Invest from only
    R170 per month
  • Pay no tax
    on your investment
  • Take your money
    out anytime

HOW IT WORKS

 

FAQ

  • All growth in the plan is completely tax free
  • You don't pay tax on capital gains, dividends, interest or on withdrawals
  • You can choose from a range of investment funds
  • You can choose to invest a once-off lump sum, make monthly payments or a combination of both
  • You can choose how long you want to make payments into your plan
  • You can stop or start your investment from month to month
  • You can access your money at any time

  • Any natural South African with valid identification who can afford to make the payments
  • A parent or legal guardian can open a Tax Free Plan for a minor who has a South African identity

You will need to provide proof of identification and proof of residence when applying for regular investments which equal R25,000 or more per year, or lump sum investments in excess of R50,000

  • You choose the funds you want your money invested in
  • You can switch funds when you need to at no extra cost. You can do this by logging on to MyPortfolio or by speaking to your financial adviser
  • Funds are managed by Old Mutual, Nedgroup Investments, Coronation, Prudential and Investec
  • View full list of funds

  • You choose to deposit a lump sum, make monthly/yearly payments or both
  • You can choose to include an annual increase (inflation-related or not)
  • You choose how long you want to invest for
  • Minimum & maximum investment amounts

  • An administration charge of 0.75% per year of your fund value will be charged (deducted at the end of every month)
  • Investment Maximisers allow you to reduce costs. Click here for more info

  • You can access your funds any time
  • You can set up regular payouts
  • You will be paid within 7 business days of requesting the disinvestment

You can request to cancel the plan within 30 days of opening it by contacting us

Tel: 0860 532 737

SMS: OMZ09I to 31278

Email: advice@oldmutual.com

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HAVE YOU REGISTERED ONLINE WITH US (MyPortfolio)?

 
NO I HAVE NOT

IF YOU DON'T USE MYPORTFOLIO

  • You won't have to log in.
  • We'll need to ask you a few more questions, and you can't save your application part way, or track progress.
  • But don't worry, it's still an easy five step process. And more importantly, it's entirely secure.
 
YES I HAVE

IF YOU DO USE MYPORTFOLIO

  • We'll ask you to log in. Then because we recognise you, the buy process will be streamlined.
  • You can save your application part way, and pick up on it later.
  • After submission you can track progress of your application on MyPortfolio.
 

NEED HELP?   CALL 0860 50 60 70 or   LIVE CHAT

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A professional adviser will contact you within 48 hours to assist you.
Please note our working hours are 08:00 to 17:00 weekdays.

0860 234 234

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