What the fee are you paying?

If higher fees are taking a bigger bite out of your investment than they should, it's worth comparing.

Compare my Retirement Annuity

Compare my Living Annuity

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Let's compare.

If you have R750 000 or more in a retirement or living annuity, put us to the test.

If we can't beat your current provider’s Effective Annual Cost on a like for like basis, we'll pay you R1 000. If we can, you could be paying less than you are today.

Find out why

https://www.youtube.com/watch?v=R3CRLqkohjs
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Compare. Submit. That’s it.

Takes 2 - 3 minutes. No obligation. Your information stays private.

Get your quote

Tell us a little about yourself and your retirement or living annuity. We'll prepare a personalised quote that you can use to compare against your current investment.

See your fees

We'll show you the Effective Annual Cost (EAC) of your recommended Alexforbes solution, so you can compare it with your current provider on a like-for-like basis.

Invest online or get advice

If our fees are lower, you can invest online in just a few clicks or request a call from one of our advisers. If they're not, we'll pay you R1 000. Ts & Cs apply.

Read the T&Cs

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Find the quote that's right for you

Choose the product you’d like us to quote and compare against your current provider.

Retirement Annuity

Are you currently saving for retirement? Select this option if you're working and contributing towards your retirement.

Get started

Living Annuity

Already retired or drawing an income from your retirement savings? Select this option if you're receiving a regular income from your retirement savings.

Get started

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Our ONEfee model could change the value of your investment

Vicci pays 76% less in fees with Alexforbes

Traditional investment and retirement products can charge fees of around 3% per year. With the Alexforbes ONEfee, you could pay as little as 0.40% per year.

Lower fees mean more of your money stays invested and working for you.

Your fee is also shown in rands and cents on your statement, not just as a percentage, making the cost simple and transparent.

Learn more

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ONEfee Important Information Profiles used are only for illustrative purposes. The examples provided compare our ONEfee to investments applying a 3% per annum fee model. These include fees for advice, administration and fund management. The results are modelled based on a historical growth rate using the asset allocation of the CoreSolutions Moderate fund. Research on fees was conducted by Alexforbes Invest internally. Past performance is not indicative of future performance. All investments are exposed to risk, not guaranteed and dependent on the performance of the underlying investments and excludes the impact of Securities Transfer Tax. Fees may change due to inflation.

Why invest with Alexforbes

Lower fees matter. But so does how your money is invested. Our investment specialists build diversified portfolios designed to grow your retirement savings while managing risk. Every portfolio is carefully researched and continuously monitored.

That disciplined approach has earned independent recognition, with the AF Superior Yield Unit Trust receiving a Raging Bull Award for Best South African Interest-bearing Fund on a risk-adjusted basis.

When you invest with Alexforbes, you benefit from:

  • Institutional-quality fund selection
  • Diversification across asset classes and managers
  • Ongoing oversight from experienced investment professionals
  • Access to leading investment managers

Learn more about the funds

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Frequently asked questions

What is this campaign about?
We believe fees are the real F word in investing – and we're confident enough in our fees to back them with cash. If your Retirement Annuity or Living Annuity has an investment value of R750 000 or more, get a quote from Alexforbes and compare your fees on a like-for-like basis. If our Effective Annual Cost (EAC) comes in higher than what you're currently paying on a like-for-like basis, we'll pay you R1 000. This promotion applies to quotes completed from 3 August 2026. You can only qualify once.
What is an Effective Annual Cost (EAC)?
The EAC is a standardised measure of the total annual cost of an investment product, including advice, administration and fund management fees. Every South African provider calculates it the same way, which makes it the fairest basis for a genuine like-for-like comparison. It's the number we'll use to settle the comparison.
Where do I find my current EAC?
It will appear on your annual statement from your current provider. If you can't find it, contact your provider directly and ask for a statement that clearly shows your EAC.
Who qualifies?

To be eligible you must:

  • Not currently hold a Retirement Annuity or Living Annuity with Alexforbes
  • Have an existing investment value of R750 000 or more
  • Not have previously received payment under this promotion
How do I claim my R1 000?

If our quote comes in higher, email invest@alexforbes.com within 30 days. You'll need to include:

  • An official statement from your current provider showing your EAC and personal details
  • Your completed Alexforbes quote
  • Your bank account details. The account must be in your name and match the details on your current provider's statement

We only make one payment per person, regardless of how many quotes you request.

How long does payment take?
Once we’ve verified your submission and confirmed that you qualify, we’ll transfer R1 000 directly to your bank account. The payment will be processed within three to five working days after verification is complete.
T&Cs
This promotion is open to individuals who do not currently hold a Retirement Annuity or Living Annuity with Alexforbes, where the investment value is R750 000 or more. To qualify, you must obtain a quote from Alexforbes and demonstrate on a like-for-like basis that our Effective Annual Cost is higher than your current provider's. Claims must be submitted to invest@alexforbes.com within 30 days of receiving your Alexforbes quote, along with the required documentation. Alexforbes will not make more than one payment per person. This promotion applies to quotes completed from 3 August 2026.
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