What is a tax-free investment?
This product is designed to help you build long-term wealth while maximising your investment growth by removing tax on interest, dividends and capital gains. A tax-free investment is ideal for long-term, disciplined saving, while still giving you the flexibility to grow your wealth.
You can start investing with a R46 000 lump sum or R1 000 monthly debit order, whichever suits your budget and goals.
Your Tax-Free Investment remains fully in your control. You can:
- Add or withdraw your money at any time, subject to the Tax-free Investment rules.
- Pause, stop, increase or decrease your debit order whenever you need.
- View your investment values and securely transact online, anytime.
- Access professionally managed funds, giving you exposure to expertly researched investment strategies.
- Diversify across markets with options ranging from local equities to global investments, depending on your goals and risk appetite.
BENEFITS
What can you use a tax-free investment for?
Product details
Your investment remains fully in your control. You can:
- Add or withdraw your money at any time, subject to the Tax-free Investment rules.
- Pause, stop, increase or decrease your debit order whenever you need.
- View your investment values and securely transact online, anytime.
- Access professionally managed funds, giving you exposure to expertly researched investment strategies.
- Diversify across markets with options ranging from local equities to global investments, depending on your goals and risk appetite.
Fund list
Explore our wide range of funds and select the ones that best suit your investment goals.
Collaborating
Transfer your existing Tax-Free Investment
If you already have an investment with another provider and would like to transfer it to Fairtree, please contact our Client Services team.
We will guide you through each step and work directly with your existing provider to arrange the transfer on your behalf.
Alternatively, you can start an investment using our online Invest Now journey.
