Preservation funds

AFRIS Preservation funds

AFRIS: Alexander Forbes Retirement Income Solution

Receive preferential rates through your employer or retirement fund as they have an existing relationship with Alexforbes.

Download a brochure

Download a form

Benefits

  • The fund keeps your money invested or ‘preserved’ when you leave your employer
  • You can take one full or partial withdrawal before you are required to retire

Retail preservation funds

If your employer or retirement fund does not have an existing relationship with Alexforbes, you can join on your own. Standard rates apply.

Download a brochure

Download a form

You can transfer from any fund into this one.

Benefits

  • The fund keeps your money invested or ‘preserved’ when you leave your employer
  • You can take one full or partial withdrawal before you are required to retire