• Once-off, recurring investments via debit order and additional ad hoc investments are allowed.
  
• Clients may disinvest and choose to schedule regular withdrawals into their bank accounts.
  
• Capital gains on disposal of units are taxed in the hands of the client at his or her appropriate capital gains tax rate.
  
• This should ideally be considered a medium- to long-term investment.
  
• The minimum investment amounts are R10 000 lump sum or R500/month.

• Upfront fee - maximum 3.45% incl. VAT (Once off fee)
  
• Annual Advisor Fee – maximum 1.15% incl. VAT
• Beneficiaries are not allowed on the linked investment (unit trust)

Click here to download Shariah Certificate

Click here to download latest Fund Fact Sheet

The following documentation is required to apply:

Adults

• South African bar-coded Identity Document/Smart ID
• Proof of address not older than 3 months, for the verification of your residential address

Minor

• Birth Certificate of minor or Smart ID for young adults age 16 and over
• South African bar-coded Identity Document/Smart ID and proof of address not older than 3 months of parent or guardian, for the verification of their residential address.

To view your statement or invest with Old Mutual 24/7, clicking here.

Click here to view all acceptable forms of proof of address required to open an account.

With these on hand, you can then contact your nearest branch to apply, or complete the Contact Form on this page for our Sales Consultant to call you