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Tax-free investments

Pay zero tax on your investment returns with our local and offshore tax-free investments*

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GET STARTED TODAY

Want to start investing?

*Our tax-free investments are available to existing Investec Private Bank Account holders and their children. Find out if you are eligible. Or login into your online banking profile to start investing now.

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WHY INVESTEC

Access to local and international investment opportunities

Our tax-free investments are actively managed by our team of highly experienced fund managers, based in South Africa, UK and Switzerland. All investment decisions are guided by a rigorous global investment strategy and asset allocation process.
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OUR TAX-FREE INVESTMENTS FEATURES

Tax-free investments

Tax-free investments are an efficient way to grow your wealth without your returns being eroded by tax.
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Invest from R1,000

  • Start investing with a minimum monthly debit order of R1,000 or an initial lump sum of R10,000
  • Investments can be made as monthly contributions, lump sums, or a combination of the two
  • A maximum contribution of R46,000 per tax year applies
  • Total lifetime contribution may not exceed R500,000
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Rewards and benefits

Access to advisers

You always have the option to speak directly to an Investec Financial Adviser. Our advisers do not charge any additional fees or commission for advice provided.

Leverage our international network

With operations in 14 countries, you get access to our global expertise. Benefit from our multi-faceted, in-depth, global investment process which offers scale, reach and continuous growth

Boost your Rewards earn rate

The balance across all your tax-free investments contributes to determining your earn rate on the Investec Rewards programme.

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Access to advisers

You always have the option to speak directly to an Investec Financial Adviser. Our advisers do not charge any additional fees or commission for advice provided.

Leverage our international network

With operations in 14 countries, you get access to our global expertise. Benefit from our multi-faceted, in-depth, global investment process which offers scale, reach and continuous growth

Boost your Rewards earn rate

The balance across all your tax-free investments contributes to determining your earn rate on the Investec Rewards programme.

MORE INFORMATION

Tax-free investment factsheet PDF 1.1 MB

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Clarity by Investec could be a good fit

If you’re looking to grow your savings, trade global markets or start investing, explore Clarity by Investec - our secure digital platform for self-directed saving, investing and trading.

🌐︎ Buy local or international, or even portions of shares – whenever you want, wherever you want.

 

Explore Clarity

 
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Statutory information

Investec Bank Limited registration number 1969/004763/06, an Authorised Financial Services Provider (11750), a Registered Credit Provider (NCRCP 9), an authorised Over the Counter Derivatives Provider, and a member of the JSE. Investec is committed to the Code of Banking Practice as regulated by the National Financial Ombud Scheme. Copies of the Code and the Ombudsman's details are available on request or visit Investec COBP.