Frequently Asked Questions

Explore commonly asked questions by our new customers.

General FAQ

From basic investment terminology to platform-specific questions, this section covers a range of questions.

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For Business

Find answers to questions that relate to corporate and employee benefits.

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Retirement Annuity

Questions and answers that specifically relate to retirement annuities and the rules that govern them.

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Living Annuity

Questions and answers that specifically relate to living annuities and how they work.

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Preservation Fund

Get a nuanced understanding of how preservation funds work with our compilation of answers.

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Unit Trusts

Find a compilation of questions and answers as they relate to investments in unit trusts.

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Tax-Free Savings Account

Understand how Tax-Free Savings Accounts work and find answers on this unique investment vehicle.

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