TAX-FREE SAVINGS

Introduction

Tax-Free Savings plans are a simple and tax-efficient savings solution that provides returns that are completely tax-free. There are annual and lifetime contribution limits in place, meaning that tax benefits is greatly enhanced the earlier one invests.

Benefits

  • All growth on this investment is completely tax-free but is subject to legislated contribution limits.
  • Customise your investment portfolio to your needs, financial circumstances and risk appetite.
  • All fees levied are completely transparent.
  • No Initial Administration Fees – No initial administration fees are levied on this investment.
  • Low Annual Administration Fees.
  • Access to your money (Important Note: Your annual and lifetime contributions will not be reinstated if you withdraw your investment).
  • Financial Advisors – You may choose to appoint a Financial Advisor (if required).
  • Regular Reporting – We provide regular and easy to understand investment reports.
  • For a comprehensive overview, please refer to the Tax-Free Savings Plan Information Document, available in the Forms and Documents section.

Our Solutions

FAIRTREE WORLDWIDE MULTI-STRATEGY FLEXIBLE PRESCIENT FUND

The Fairtree Worldwide Multi-Strategy Flexible Prescient Fund aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies. The objective is to provide competitive after inflation annualized returns measured in rand over a 5 year period.

HOW IT WORKS

To start a New Investment is a three step process. We will guide you along each step because with us, it is all about the journey.

STEP 1

CLIENT DETAILS

Please complete all fields in the Client Information document to avoid delays in processing your investment. You may email the completed document to clientservices@fairtreepc.com or you can email it directly to your Fairtree Private Client financial advisor.

STEP 2

INVESTMENT DETAILS, SIGNATURES AND OUTSTANDING DOCUMENTS

We will pre-populate your forms for you and contact you to complete your investment information section. Along with your pre-populated forms, we will request documents which we require in order to complete your instruction.

You will simply need to:

  • Validate and sign your pre-populated application forms
  • Send through the required supporting documents which we will ask you for.

STEP 3

Make Payment

Your investment will be finalized by setting up a debit order or initial investment contribution.