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Retirement Annuity Fund Withdrawal Instruction
If you have made contributions to a provident fund before 1 March 2016, you may need to attach copies of your ... twice: from a public sector fund to another retirement fund and thereafter to Allan Gray on or after 1 March 2018. Period you were a member of the public sector fund:
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PENSION/PROVIDENT PRESERVATION FUND APPLICATION
www.allangray.co.zaProvident Preservation Fund’s registration number is 12/8/0037185/R and the tax approval number is 18/20/4/41565. Allan Gray Investment Services Proprietary Limited, an approved fund administrator and authorised administrative financial services provider, is the Administrator.
Pension or Provident Preservation Fund Withdrawal
www.allangray.co.zafund from a pension or a provident fund on leaving employment after retirement age of your scheme, you will not be entitled to a withdrawal in respect of the transferred amount (including growth), unless permitted by legislation. All withdrawal payments will be made proportionately across the available unit trusts within the account.
Understanding the death claims process of retirement funds
www.allangray.co.zacomplete a ‘Death claims form for retirement funds’ and the ... and the Allan Gray Umbrella Provident Fund are all administered by Allan Gray Investment Services Proprietary Limited, an authorised administrative financial services ... 9/19/2019 11:40:49 AM ...
Allan Gray | Balanced Fund - Investment Management
www.allangray.co.zaAnnual management fee Allan Gray charges a fee based on the net asset value of the Fund excluding the portion invested in Orbis funds. The fee rate is calculated daily by comparing the Fund’s total performance over the last two years, to that of the benchmark. Fee for performance equal to the Fund’s benchmark: 1.00% p.a. excl. VAT
Allan Gray | Balanced Fund
www.allangray.co.zafunds managed by Orbis Investment Management Limited, our offshore investment partner. The maximum net equity exposure of the Fund is 75% and we may use exchange-traded derivative contracts on stock market indices to reduce net equity exposure from time to time. The Fund is managed to comply with the investment limits governing retirement funds.
Allan ray Stale Fund - Allan Gray
www.allangray.co.zainvest a maximum of 30% offshore, with an additional 10% allowed for investments in Africa outside of South Africa. The Fund typically invests the bulk of its foreign allowance in a mix of funds managed by Orbis Investment Management Limited, our offshore investment partner. The maximum net equity exposure of the Fund is 40%.
Allan ray Stale Fund
www.allangray.co.zaFund manager quarterly commentary as at 30 September 2021 The Fund continued its respectable recent run in the third quarter, adding 3.8% and taking the year-to-date return to 10.9%. After an especially strong start to the year, the FTSE/JSE All Share Index (ALSI) has treaded water for the last
LOCAL INVESTMENT PLATFORM FUND LIST - Allan Gray
www.allangray.co.zaLOCAL INVESTMENT PLATFORM FUND LIST | 2 TIC for investment management: This is the unit trust’s latest available total investment charge (TIC) less any administration fee deducted within the unit trust (defined on page 3).
Investment Platform Application for Individual Investors
www.allangray.co.zaRefer to the fund factsheets (minimum disclosure documents) and the Allan Gray Local Investment Platform Fund List for information on the unit trusts offered on our platform. Certain unit trusts are subject to availability. Consider getting financial advice: Allan Gray does not provide financial advice.
OFFSHORE INVESTMENT PLATFORM FUND LIST - Allan Gray
www.allangray.co.zawhere applicable) across all offshore platform investments linked to your investor number. We charge an annual administration fee (excl. VAT) of 0.5% for the first US$200 000 invested, 0.2% for the next US$800 000 and 0.1% for any balance over US$1m. For investments in certain Allan
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www.allangray.co.zafrom SARS. If you have made contributions to a provident fund before 1 March 2016, you may need to attach copies of your IRP5s which indicate these contributions per tax year. Public sector information Contributions made to the Government Employees Pension Fund or another public sector fund before 1 March 1998 are regarded
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