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Retirement

We have enhanced our service offering to clients with the recent launch of our retirement fund product range (retirement annuity, preservation funds and living annuity).

Our range is ideal for clients that have in excess of R1 million to invest and wish to have personalised specialist investment advice and service from a portfolio manager looking after their retirement assets. In addition to new investments, clients with accumulated benefits in excess of R1 million are able to switch existing retirement portfolios, held at other managers, to Investec Private Client Securities at no cost.

We offer our clients full transparency as they are able to view the underlying investment portfolio, performance and fees online 24 hours a day.

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Article from Investec: http://www.investec.com/en_za/home/individual_clients/private_client_securities/retirement.html

Published: 19 June 2009

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