There is no impact on investment and pension products held on the Old Mutual Wealth platform. Old Mutual Unit Trust Managers has the right to close the portfolio to new investors in order to manage it more efficiently in accordance with its mandate. Do you consent to us doing a credit check? You can invest a maximum of R for the current tax year and R in your lifetime. How does it work?. Pay as much, as often, and for as long as you want – payments can be made via debit order, stop order or EFT. A simple yet flexible saving plan that offers two savings pockets as part of one plan, with a single monthly premium. Do you own and manage (run) the business? 0860 234 234 / +27 21 503 1770. News & Insights ; Old Mutual Unit Trust Managers (RF) (Pty) Ltd is registered and approved by the Financial Sector Conduct Authority in terms of the Collective Investment Schemes Control Act, 2002. You can invest as much as you want (provided that no debit order payment from your bank account is more than R 36 000 at a time). Sure Deal is a life cover, savings and investment plan from UAP Old Mutual that offers a tax-free guaranteed lump sum benefit at maturity of the plan. This product is closed to new business. The Flexible Plan is an investment into unit trust funds . Is your business registered in South Africa with proper business registration documents? Old Mutual Unit Trust Managers (RF) (Pty) Ltd, registration number 1965 008 47107, is a registered manager in terms of the Collective Investment Schemes Control Act 45 of 2002. There is no contractual investment term. The Old Mutual Tax Free Savings Account (TFSA) lets you grow your money without paying tax on the growth of your investment (capital gains), the interest or dividends. Share your company details and we'll be in touch. If you need an expert to help you with your financial plan and don’t have a financial adviser, call us on 0860 60 60 67. Do you already have a company retirement fund for your employees? The administration charge can be reduced or refunded with our Investment Maximisers. Benefits. A Retirement Annuity with flexible options and choice of funds including non-Old Mutual funds. Allows you to supplement your tax free savings or simply save for any other life goals. If there’s anything else you want to know, let’s talk. Apply online today. Here’s what you’ll need: You can also speak to an Old Mutual Financial adviser. Once your application has been processed, we’ll send you a contract pack detailing your plan. Premier Education plan is a flexible savings plan allowing you to invest a minimum of KES. Download Old Mutual App. Invest in more than one Old Mutual fund. Old Mutual has a full range of funds that you can choose from to secure your dreams and future. Old Mutual Invest Flexible Plan. Call: 0860 50 60 70 or +27 21 509 2765 If you do not have a regular investment set up on any of your Old Mutual Invest Plans (i.e. Old Mutual Unit Trust enquiries. Contact an Old Mutual Call Centre. Because those travel plans and … Even though there are limits as to how much you can invest, there are no limits on the growth of your investment. Old Mutual FTSE RAFI All World Index Feeder Fund, Old Mutual Multi-Managers Money Market Fund, Old Mutual Multi-Managers Enhanced Income Fund of Funds, Old Mutual Multi-Managers Cautious Fund of Funds, Old Mutual Multi-Managers Defensive Fund of Funds, Old Mutual Multi-Managers Balanced Fund of Funds, Old Mutual Multi-Managers Aggressive Balanced Fund of Funds, Old Mutual Multi-Managers Maximum Return Fund of Funds, Nedgroup Investments XS Select Income Fund of Funds B2 Class, Nedgroup Investments Core Income Fund C Class, Nedgroup Investments Flexible Income Fund, Old Mutual Managed Alpha Equity Fund B1 Class, Coronation Global Managed (ZAR) Feeder Fund. N$250/month. Transfer of Unit Trust Funds from Old Mutual Investment Services Following the Annual General Meeting, held on Friday 28th June 2019 in Nairobi, we received your approval to actualise our plan to transfer the Unit Trust Funds from Old Mutual Investment Services Kenya (OMIS) to Old Mutual Investment … The policies that have moved are all Old Mutual Wealth Life Assurance policies, which was also known as the Old Mutual Wealth ‘Heritage’ business. 2. Unclaimed benefits within the Old Mutual SuperFund Unclaimed Benefits Preservation Pension/Provident Fund. Old Mutual Flexible Investment Plan can help you reach them. You can invest for as long as you want. Looking to invest in an Old Mutual Invest Flexible Plan? Tel: +27 21 401 2002, Fax: +27 21 401 3887. Please note: For general investment statements and tax certificates . N$265/month. Compare our range of investment products Start investing now. Invest today! Our investment portfolios represent a comprehensive range of investment strategies. The more time you have to invest your money the more time it has to grow. The Old Mutual Investment Plan is an investment that can help you achieve your financial goals by saving any amount from E230 to E2 000 per month for 10 years or more. The Old Mutual Max Investments Optimal Retirement Plan is a retirement annuity that adapts to life's twists and turns. You have the option to invest in your choice of leading funds from a variety of fund managers while enjoying possible tax benefits. Benefit from the tax advantages of investing via a Retirement Annuity tax wrapper, subject to certain limits. Enjoy lower costs - the longer you stay invested in a Committed Investment Plan, the lower your plan charges will become over time. Simply decide on how much you want to save and how often. If you invest in Old Mutual funds you will also benefit from lower plan charges; Flexibility to change your premium payments by taking a premium holiday only available on the committed plan Even though there are limits as to how much you can invest, there are no limits on the growth of your investment. Tax Free or Flexible Plan/s), or if your regular investment is cancelled, the administration charge will be a minimum of R22.80 per month. Give us a call on 0860 66 54 63 or chat to us with Live Chat. Old Mutual Invest Flexible Plan is offered through Old Mutual Investment Services (SA) (Pty) Ltd - a Licensed Financial Services Provider. Old Mutual is a member of the Association for Savings and Investment South Africa (ASISA). With Max Investments you have the freedom of choice: With the Select Investment Plan you can choose to invest a once-off amount of N$10 000 and then choose to supplement that with a monthly investment of N$500. Find out more about the funds you can invest in. Save R1 000/month and after 10 years of consistent saving, that amount could be worth R272 000*. Give our Customer Service Centre a call on 0860 60 60 67. If you need help applying online, let's talk. We’re an award-winning online investment platform, managing £62.5 billion of UK customer investments. General Old Mutual enquiries. The Old Mutual Invest Tax Free Plan adapts to your needs . Okay, so you get the picture, now let's explore your options. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. Put away just R1 500/month, for 3 years, and your rainy-day fund worth could be worth R67 000*. Old Mutual Limited (OML) is a premium African financial services group that offers a broad spectrum of financial solutions to retail and corporate customers across key markets in 14 countries. How long has your business been in operation? Flexible Plan. This include Old Mutual and non-Old Mutual funds. See the full fund list here. Old Mutual Invest Flexible Plan is offered through Old Mutual Investment Services (SA) (Pty) Ltd - a Licensed Financial Services Provider. 6. Old Mutual has a full range of funds that you can choose from to secure your dreams and future. What is Old Mutual Max Investments Optimal Retirement Plan? If you know what fund or funds you're looking for you can invest online now. MAX Investments. It is designed to help you to save in a disciplined manner over a period ranging between 5 years to 10 years in order to accumulate sufficient funds to enable you to achieve your dreams. Contributions are tax-deductible. It's an Old Mutual funeral plan that offers you peace of mind knowing that you, your immediate and extended family will be laid to rest with dignity and love. What's in it for you?. Old Mutual has a full range of funds that you can choose from when opting to invest in an Old Mutual Tax Free Plan. Do you have more than 5 and less than 100 employees in your business? You can invest for as long as you want. Flexible withdrawals A truly flexible plan for life . Select a fund to get more information about the performance of the fund, declarations, investments minimums, fees and charges. You can also manage your investment information via MyPortfolio. Trustee: Standard Bank, PO Box 54, Cape Town 8000. ... (OMIS) to Old Mutual Investment Group (OMIG). 0860 50 60 70 / +27 21 509 2765. All it takes is a little dedication and a lot of dreams. Potential starting premium. Why Old Mutual Eswatini Funeral Cover Funeral cover or a funeral policy is seldom considered until the time comes to organise a funeral. FutureInvest. 1. Transfer of Unit Trust Funds from Old Mutual Investment Services Following the Annual General Meeting, held on Friday 28th June 2019 in Nairobi, we received your approval to actualise our plan to transfer the Unit Trust Funds from Old Mutual Investment Services Kenya (OMIS) to Old Mutual Investment … 3. Your financial adviser will be able to assist you At Old Mutual, we have a range of investment products to help you reach your short-, medium- and long-term savings goals. Thereafter, yearly statements will be sent. Select a fund to get more information about the performance of the fund, declarations, investments minimums, fees and charges. If you commit to putting away R1 000/month for 5 years, your side hustle savings could be worth R88 000*. The investment minimum is R10,000 for a lump sum and R500 for a regular monthly payment. What is Old Mutual Tsogolo Savings Plan? Compare our range of investment products Old Mutual's range of investment plans are designed around your goals, timelines and approach to taking risks. Nine flexible withdrawal options. It’s a great way to supplement your Tax Free Savings Account so you can reach your life goals faster. Retire to the max Get closer to your golden year goals with Max Investments Flexible Plan for just R500 a month When you invest in a Flexible Plan you enjoy the freedom of no maximum limit on your investment however it is not tax free. 4. 7, 000 for 10 years, while giving you access to emergency funds in the short term and staggered payments in the long term to cater for your child’s school fees. We know you don’t only want your child to be bright in class, you also want a bright financial future for yourself. Boost your fund value after five years. MAX Investments Retirement Annuity Flexible Investment Plan. I need a budget for my day-to-day spending. Old Mutual Max Investments Account Plans: Flexible Plan: The Max Investments Flexible Investment Plan offers the flexibility of lump sum and or scheduled investments with access to a broad range of investment funds. Take a look at the fund options below. And add premium protection to keep your retirement plans on track. The Old Mutual Invest Flexible Plan is an investment that puts you in control of your money. When you invest in a Flexible Plan you enjoy the freedom of no maximum limit on your investment however it is not tax free. Email: service@oldmutual.com. Share your details and we'll get in touch as soon as possible. The Collective Retirement Account (CRA) delivers all of the options below at no additional cost. Purchasing one of the plans we offer means not having to worry about the financial burden such an event can place on family members. Choose how long to stay invested (we recommend 3-5 years), Proof of identification (a valid SA ID or passport), YES, my business is officially registered in SA, NO, my business is not officially registered (in other words it is an informal business), NO, my business is only registered in another country, not SA, NO, the business is owned and managed/run by different people. Save for your retirement with a regular R500 a month or an initial investment of only R10 000 with Old Mutual Flexible Investment Plan. Old Mutual Investment Group provides leading investment and saving solutions and is an authorised financial services provider. Unit Trusts. Old Mutual Balanced Fund This investment offers investors long-term capital growth and invests across Equities, Bonds and Cash offering long term value and ideal for those wanting moderate to high, long-term capital growth. Each plan has a long term pocket and a short term pocket which allows you to build up funds for your future financial goals, as well as giving you access to your money for immediate needs. I need a budget for my day-to-day spending. You can invest for as long as you want. What is a Max Investment? Invest as much as you like, as often as you like, into funds that you like. Transfer of Unit Trust Funds from Old Mutual Investment Services Following the Annual General Meeting, held on Friday 28th June 2019 in Nairobi, we received your approval to actualise our plan to transfer the Unit Trust Funds from Old Mutual Investment Services Kenya (OMIS) to Old Mutual Investment … The Old Mutual Invest Tax Free Plan adapts to your needs . Unit Trusts. While a savings account keeps your money safe and earns some interest, investment plans don't just earn you interest they deliver returns. Flexible Investment Plan Has "complete payment flexibility", allowing for lump sums & scheduled contributions. Old Mutual is a member of the Association for Savings and Investment South Africa (ASISA). This plan allows you to access part of your savings every five years, known as a Part Withdrawal, should you urgently need some money. The Old Mutual Invest Tax Free Plan adapts to your needs . Investing in your futureLooking to invest in an Old Mutual Invest Tax Free Savings Account? Hope your passport has space for all those stamps. At Old Mutual, we offer a variety of education plans to help your kids succeed at life - whatever they want to be when they grow up. Old Mutual Max Investments is a retirement annuity that offers payment flexibility and access to a wide range of underlying investment options, from as little as N$250 per month. Share your details and we'll get in touch as soon as possible. You can invest a maximum of R for the current tax year and R in your lifetime. OLD MUTUAL IS AN INTERNATIONAL LONG-TERM SAVINGS, PROTECTION, BANKING AND INVESTMENT GROUP Old Mutual Old Mutual was founded in South Africa in 1845, and today provides life assurance, asset management, general insurance and banking services to more than 14 million customers in Africa, Asia, the Americas and Europe. Got goals? Liberty offers a range of investment portfolios to invest in. You choose which funds you want your money to be invested in to suit your specific needs. If you save R1 000/month for 5 years, your bucket list fund could be worth R88 000*. Adjust your premium amount when you need to. Once your application has been processed, we’ll send you a contract pack detailing your plan.