By investing in the portfolio, you'll have:
• Access to your portfolio manager
• Full transparency with real-time access to your portfolio, 24/7
• Low costs because we trade directly on the JSE
• A personal portfolio in your own name
We provide all regulatory SARS documentation annually.
The Tax-Free Savings Account is for people who:
• Want to start saving for their children's education
• Want to supplement their retirement savings
• Minimize their income tax burden
We normally advise clients to invest for at least three years in this portfolio. However, the longer you invest the greater your potential tax-benefits.