Discretionary income plan
Do you want to save towards a goal without paying administration fees?
This is a unit trust wrapper with no administration fees.
Is this for you?
- You (or your spouse) need to have an existing product with us apart from our tax-free savings account and the liquidity portfolio.
- You need to invest at least R500 a month or R30 000 up front. Top-ups and transfers are accepted.
Benefits
- Easier to switch and rebalance unit trusts
- You can make withdrawals