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Note: These funds comply with the maximum exposure limits imposed by Regulation 28 of the Pension Funds Act. In order to invest in funds with higher exposure to the various asset classes, please contact a financial adviser.
Note: The funds available here for selection are all Regulation 28 certified funds. You can invest in unit trust funds from our broader range of
funds available to build your own portfolio (according to Regulation 28 requirements) by calling our Service Centre on 0860 234 234.
Please supply us with your date of birth in order for us to display your Effective Annual Cost for the contractual period.
The Effective Annual Cost (EAC) is a measure which has been introduced to allow you to compare the charges you incur and their impact on investment returns when you invest in different Financial Products. It is expressed as an annualised percentage. The EAC is made up of four components, which are added together, as shown in the table below. The effect of some of the charges may vary, depending on your investment period. The EAC calculation assumes that an investor terminates his or her investment in the Financial Product at the end of the relevant periods shown in the table.
Should you pass on before you reach retirement age, your funds are paid out to the person(s) you nominate. To ensure that these funds are accurately paid out, it's essential that your Beneficiary Nomination Form is regularly updated.
Note: The Old Mutual Unit Trusts Retirement Annuity Fund's Board of Trustees has the discretion to allocate your death benefit once they have reviewed your information as per the Pension Funds Act of 1956.
Once you have checked the "Complete your application" checkbox below, the "Complete my purchase" button will be enabled.
Clicking on the enabled button will complete your application and open a declaration form in a new window, as well as send a copy to the email address that you have provided.
Please print and sign the document
We require the following supporting documentation:
Email or fax through your signed declaration form and supporting documentation.
Thank you for "investing direct" with Old Mutual Unit Trusts. Don’t forget to register for your secure
access to your portfolio on our website, where you can view and manage your portfolio
24/7, from the comfort of your own home.
Our Welcome Letter will be emailed to you (on receipt of your supporting documents) and will
guide you in terms of your next steps.
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