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COLLAGE PORTFOLIO

The Art of Financial Planning

 

 

 

 

 Preservation Fund

To transfer your pension or provident fund benefit, tax free, to an investment for capital growth, until your chosen retirement date

 
 

Name & Surname

 Preservation Fund Quotation Request
Date of birth dd/mm/yyyy
E-mail address We will send your quote to this e-mail
Telephone In case of any queries
Name of company Name of company that you are leaving
Type of fund Is the fund from which you are due to receive a benefit a PENSION fund or a PROVIDENT fund?
Total Benefit in Fund     R Your lump sum amount in the fund, before tax
Comments Any other information you have or comments