I am an individual

Secure your financial future

I want to invest directly into a unit trust​

I want to buy a Retirement Annuity

I want to invest in a Tax-Free Savings Account

I want to move my retirement savings to a Preservation Fund

I want to buy a Post-Retirement Annuity

I want to buy Agrarius Sukuk

I want to buy an Endowment Policy

I want you to manage a Stockbroking portfolio

I want to invest globally in USD or GBP

I want to invest directly into a unit trust

Choose from a range of funds which cater for a wide spectrum of investor goals

Step 1: Choose your fund

27four Global Equity Feeder Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Diversified Income Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Money Market Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want to buy a Retirement Annuity

Tax-efficient investment designed for individuals who want to save towards retirement

I want to invest in a Tax-Free Savings Account

Pay no tax on the growth of your investment (interest, dividends and capital gains)

Step 1: Choose your fund

27four Global Equity Feeder Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Diversified Income Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Money Market Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want to move my retirement savings to a Preservation Fund

Tax-efficient investment designed for individuals who wish to invest the proceeds of their company-sponsored retirement savings in the case of retrenchment, dismissal or resignation

I want to buy a Post-Retirement Annuity

I want to buy a Living Annuity

Tax-efficient investment of your retirement savings

Step 1: Choose your fund

27four Global Equity Feeder Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Diversified Income Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Money Market Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want to buy a Blended Annuity

Part living annuity part guaranteed annuity

Our blended annuity solution allows retirees to buy a lifetime income within a living annuity.

A way to better manage the longevity risk of living annuities and the inflexibility of guaranteed annuities is to purchase a blended annuity. By blending annuities, you secure a guaranteed income for life to cover essential expenses and this allows you to maximise the potential of your investment-linked living annuity to cater for unplanned expenses or leave a legacy to your beneficiaries. Retirees are allowed to increase their guaranteed income by moving capital from their living annuity into the guaranteed annuity, as needed, providing you with the best of both worlds. 

How to invest?

Download, complete and submit application form

I want to buy an Endowment Policy

Investment plan with a five-year restriction period that can be used for estate planning and offers tax benefits to individuals whose income tax rate is more than 30%

Step 1: Choose your fund

27four Global Equity Feeder Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Diversified Income Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

Step 1: Choose your fund

27four Money Market Fund

Step 2: Invest online or complete and submit an application form

Invest online
Download, complete and submit application form

I want you to manage a Stockbroking portfolio

Management of a portfolio of South African and/or global listed securities against an agreed to mandate

Invest in a tailored portfolio of domestic and global shares through a managed stockbroking account. Our team of portfolio managers will design and manage a personal share portfolio on your behalf customised to your individual liquidity requirements, appetite for risk, timeframe and return expectations.

The minimum investment amount for a managed share portfolio is R5 million

How to begin investing in a managed share portfolio

  1. Meet with us to design and finalise your mandate
  2. Complete an application form and send us your FICA documentation
  3. Deposit your investment
I want you to manage a Stockbroking portfolio for me

    I want to invest globally in USD or GBP

    You have money offshore and want to invest in a regulated fund

    Step 1: Choose your fund

    27four Global Equity Fund of Funds

    Step 2: Invest online or complete and submit an application form

    Invest online
    Download, complete and submit application form

    Agrarius - Historical Pricing