| Unit Trusts | Access to the world of investments for as little as R500 per month. By investing in one of our core funds you can leave most of the investment decisions to us. Simply invest in a fund that matches your individual needs. |
| International Funds | Access global financial markets by investing in a rand-denominated fund, or using your annual R5 million offshore allowance invest in one of our US dollar funds. |
| Retirement Annuity | Tax-efficient, flexible and transparent means to saving for retirement. Reduce, stop or resume contributions without incurring any additional costs. |
Preservation Pension or Provident Fund | Preserves and grows existing retirement savings until retirement age.
If you are changing employment, and have already built up savings in an occupational pension or provident fund. |
| Living Annuity | Provides post-retirement income upon retiring from a retirement annuity, pension, provident or preservation fund. |
| Endowment Plan | Creates wealth tax-efficiently for investors with a marginal tax rate greater than 30% and a minimum investment time horizon of 5 years. |