TFSA Brochure

TFSA Brochure

• 1.
  THE TAX-FREE SAVINGSACCOUNT OFFERS YOU THE BEST WAY TO MEET YOUR GOALS Saving money for your children’s education, boosting your retirement savings orflying oversees on your dream holiday. We all tell ourselves we’ll make a plan and get around to it… Someday Now’s your chance You can save up to R30 000 a year completely tax- free. And to help you save even more, you won’t need to pay any administration fee, performance fee, initial fee or any withdrawal fee. Afrifocus has made investing simple and more profitable. And by investing in our tax-free savings account means you save even more, because you’ll NEVER have to pay a cent of tax on your investments. ZERO ADMIN FEE ZERO INITIAL FEE ZERO PERFORMANCE FEE MANAGEMENT FEE OF ONLY 0.5% P.A. WHY INVEST IN A TAX FREE SAVINGS ACCOUNT WITH AFRIFOCUS?  The lowest cost option: management fee of 0.5% p.a. is cheaper than the industry average of 1%.  One-on-one relationship with a Portfolio Manager.  Transparency and 24 hour access to your portfolio online.  Multiple investment options for any goal.  Debit order or lump sum facilities. The tax-free savings account beats ‘regular investments’ every time: CHOOSE THE FUND THAT SUITS YOUR LIFESTYLE Charges and information  All funds charge 0.5% p.a. with zero performance fee & zero initial fee.  Maximum annual contribution of R30 000 limited to R500 000 over lifetime.  By law we can only accept contributions up to the limits set out by government.
• 2.
  WHO IS AFRIFOCUS? Afrifocushas been a stockbroker member of the JSE since 2000, servicing institutional and private clients. Our Personal Wealth team consists of over 20 market experts and our independent in- house research ensures that we always make smart investment decisions for you. Our Achievements Afrifocus is proud to announce our rankings in the 2015 survey conducted by:  Rated2nd inthe TOP TELEPHONE BROKER category  Rated3rdin the BEST TAX FREE SAVINGS ACCOUNTcategory  Rated6thin the PEOPLE’S CHOICE AWARDS category  Rated6thin the CLIENT SUPPORT category  Rated8thin the top 10 of SA’s TOP STOCKBROKERS 2015  Rated8thin the LUMP SUM INVESTMENTcategory Sandton Afrifocus house 31B Impala Rd Chislehurston Sandton 2196 Tel: 011-290-7800 Fax: 011-290-7878 Cape Town Great Westerford 240 Main Road Rondebosch Cape Town, 7441 Tel: 021-528-9900 Fax: 021-685-1112 Durban Suite 119, 1st Floor, IL Palazzo 5 Zenith Drive Umhlanga Rocks 4320 Tel: 031-584-6491 Fax: 031-584-6847 www.afrifocus.co.za TAX-FREE SAVINGS ACCOUNT THE EASY & AFFORDABLE WAY TO SAVE WITHOUT PAYING ANY TAX