FREQUENTLY ASKED QUESTIONS
You need to complete an application form and provide us with all the documents requested on the form. If your investment is a lump sum you will also need to provide proof of payment.
- For unit trusts a lump sum of R10 000 and/or a monthly debit order of R500
- For retirement annuities a lump sum of R20 000 and/or a monthly debit order of R500
- For preservation funds a lump sum of R100 000
For information on your investment, you can logon to our secure portal or contact us on 0800 000 274 (toll-free) or send an email to info@27four.com.
For unit trusts and retirement annuities you will need to complete an additional form which you will find here.
For unit trusts you will need to complete a redemption form which you will find here. You can only access your retirement annuity benefit from age 55 or if you are emmigrating. For your preservation fund benefit you can take one cash withdrawal before retirement, which is any time after age 55. Please contact us to assist you.
Please forward an email to info@27four.com advising us of any changes
You will need to complete a switch form which you will find here. Once completed please email it to us at unittrust@27four.com.
All 27four direct investors can access the portal. To register you will need your unique investor number, which is shown on your investment statement. Once registered you will be able to access the portal and view information on your investment and request tax certificates online.
A retirement annuity is a personal pension fund and is used to invest for retirement. The biggest advantage of this type of investment is that there are tax breaks for both investments made into the fund and the growth of the investment in the fund. For more information on this please contact your financial advisor or email us at info@27four.com.
A preservation pension/provident fund is used to preserve benefits from employer pension/provident funds when you change jobs. Preserving your pension/provident fund benefit when you change jobs is one of the most important ways in which to invest for retirement. For more information on this please contact your financial advisor or email us at info@27four.com.
A living annuity provides a pension when you retire from your employer’s pension/provident fund and/or a retirement annuity. You can choose an annual pension of between 2.5% to 17.5% of the value of the lump sum you transfer from your pension/provident or retirement annuity fund.
All 27four direct investors can access the portal. To register you will need your unique investor number, which is shown on your investment statement. Once registered you will be able to access the portal and view information on your investment and request tax certificates online.
This is any investment that is not a retirement annuity, preservation fund or living annuity.