Saving for retirement is a crucial element of your overall financial plan. Our tax-efficient solutions can help you make the most of your savings over the long term.
Before retirement
No access, unless allowed in terms of ITA
At retirement (from age 55)
Before retirement
One withdrawal up to the full value (excl. transfers from GEPF)
At retirement (from age 55)
A unit trust enables investors to get access to professionally managed investments by buying a portion of a fund, also known as units.
Income tax
Capital gains tax
Getting expert advice about your investment choices can give you financial peace of mind. We have a list of financial advisors from across the country who have the appropriate qualifications and licences to help you make informed investment choices.
Download the pdf application form and complete all the relevant sections.
Email your completed form to imsinstructions@investecadmin.com
If you are already invested with us then the simplest way to invest is via your online account.
Simply login below to ensure all your investments are managed together.
Getting expert advice about your investment choices can give you financial peace of mind. We have a list of financial advisors from across the country who have the appropriate qualifications and licences to help you make informed investment choices.
If you are already invested with us then the simplest way to invest is via your online account.
Simply login below to ensure all your investments are managed together.
Getting expert advice about your investment choices can give you financial peace of mind. We have a list of financial advisors from across the country who have the appropriate qualifications and licences to help you make informed investment choices.
If you are sure this is the appropriate solution for you, you can invest directly online using our convenient online form.
If you don’t yet know which funds you want to choose as your underlying investments, view our core funds (Investec Fund Managers).
If you are already invested with us then the simplest way to invest is via your online account.
Simply login below to ensure all your investments are managed together.
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