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Tax-free and Retirement annuity investments

Invest towards retirement in a tax-efficient way

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Image of a zebra

How do I open a new or add additional funds to my investment?

To make additional contributions

Login to Investec Online or the App

Select the account you wish to add to
Select "additional contributions"
Follow the steps
Submit

To open a new tax-free investment

Login to Investec Online or the App

Select "Save and Invest"
Select "Easy Effortless Investing"
Select your Product of choice (Tax free savings)
Select the Fund of your choice
Select "Invest now"
Select "for myself"
Follow the steps
Submit

To open a new retirement annuity

Login to Investec Online or the App

Select "Save and Invest"
Select "Easy Effortless Investing"
Select "Retirement annuity"
Select the Fund
Select "Invest now"
Follow the steps
Submit

Previous
Previous

To make additional contributions

Login to Investec Online or the App

Select the account you wish to add to
Select "additional contributions"
Follow the steps
Submit

To open a new tax-free investment

Login to Investec Online or the App

Select "Save and Invest"
Select "Easy Effortless Investing"
Select your Product of choice (Tax free savings)
Select the Fund of your choice
Select "Invest now"
Select "for myself"
Follow the steps
Submit

To open a new retirement annuity

Login to Investec Online or the App

Select "Save and Invest"
Select "Easy Effortless Investing"
Select "Retirement annuity"
Select the Fund
Select "Invest now"
Follow the steps
Submit

GET STARTED TODAY

Want to start investing?

*Our tax-free and retirement 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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MORE INFORMATION

Tax-free investment factsheet PDF 1.3 MB
Retirement annuity factsheet PDF 1.44 MB