TAX-FREE SAVINGS

Introduction

Tax-Free Savings plans are a simple and tax-efficient savings solution that provides returns that are completely tax-free. There are annual and lifetime contribution limits in place, meaning that tax benefits is greatly enhanced the earlier one invests.

Benefits

All growth on this investment is completely tax-free but is subject to legislated contribution limits.
Customise your investment portfolio to your needs, financial circumstances and risk appetite.
All fees levied are completely transparent.
No Initial Administration Fees – No initial administration fees are levied on this investment.
Low Annual Administration Fees.
Access to your money (Important Note: Your annual and lifetime contributions will not be reinstated if you withdraw your investment).
Financial Advisors – You may choose to appoint a Financial Advisor (if required).
Regular Reporting – We provide regular and easy to understand investment reports.
For a comprehensive overview, please refer to the Tax-Free Savings Plan Information Document, available in the Forms and Documents section.

Our Solutions

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FAIRTREE WORLDWIDE MULTI-STRATEGY FLEXIBLE PRESCIENT FUND

The Fairtree Worldwide Multi-Strategy Flexible Prescient Fund aims to provide maximum long term growth by investing in a diversified blend of worldwide assets and strategies. The objective is to provide
competitive after inflation annualized returns measured in rand over a 5 year period.

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