• All growth (Capital and Income) within this investment is completely tax free.
  • Tax Neutral transfer of retirement benefits (assuming tax affairs are in order).
  • Flexible investment choices – members preserve and grow their retirement benefits already accumulated.
  • Transparency – All fees levied on our portfolios are fully disclosed.
  • No Initial Administration Fees – No initial administration fees are levied on this investment.
  • Low Annual Administration Fees – Administration fees are levied at 0.30% on external portfolios and 0.15% on partner portfolios. These fees fall well below the industry average.
  • Financial Advisors – You may choose to appoint a Financial Advisor (if required).
  • Regular Reporting – We provide regular and easy to understand investment reports.

For a comprehensive overview of the Prime Preservation Pension/Provident Plan and its associated benefits, please refer to the Prime Preservation Pension/Provident Plan Information Document, available in the Forms and Documents section.

INVESTMENT CHOICE: Once you are a member of the Prime Investment Plan, you may elect any one, or a combination of, investment portfolios available to members.

Based on your needs, select a suitable risk profile below for a comprehensive list of portfolios within each risk category.

To access a summarised view of available portfolios, see the Portfolio Characteristics and Objectives Documents, available in the Forms and Documents section.

STEP 1

Read and understand the information document of the investment product you are investing into. This is available in the Forms and Documents section on this site.

STEP 2

Select your portfolio.

We have provided you with a list of portfolios categorised according to risk profiles for your convenience. Full details for each portfolio are contained within the respective Minimum Disclosure Documents (MDDs), with a summarised version of all portfolio features and charges being highlighted in the Portfolio Characteristics Document.

STEP 3

Submit your fully completed and signed application form, together with any supporting documents required to save@primeinvestments.co.za.

Please complete the necessary form and submit, together with any additional supporting documentation requested, to save@primeinvestments.co.za.

INVESTOR INFORMATION



INVESTOR INSTRUCTIONS