Seeing as your provident fund contributions were intended to go towards your retirement, it makes sense to continue to save the funds for your future. After all, it'll give you great peace of mind knowing that you'll have a nest egg for your golden years.
Your provident fund transfer is tax-free
If you choose to cash out your provident fund, you'll be taxed on the transaction. But you don't have to pay tax when you do a provident fund transfer to the Alexforbes Invest Preservation Fund. Tax only becomes applicable on withdrawals from the provident fund.
You could benefit from our low fees
We only charge one, fixed fee on your investment, which could lead to you saving up to 90% in fees. This means that your lump-sum amount is more likely to grow at the best possible rate. In fact, you could get up to 60% more out of your investment. Haven't read about our Onefee? Get the info you need, here.
You can track your investment in real-time
Our advanced fund-monitoring technology allows you to see the outcomes of your investment.
Doing a provident fund transfer is super simple
You can transfer your provident fund online through our digital system. This makes the process as quick and straightforward as possible.
Sign up online
Build your obligation-free plan for your provident fund transfer online. Our system is paperless, so you don't need to sign or scan anything to sign up.
Speak to us
Give us a call and we'll be happy to help you start your transfer. You can also request a call back.