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