pps tax free investment account...long-term insurance policies issued by pps insurance company...

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PPS TAX FREE INVESTMENT ACCOUNT SAVE TAX FREE WHILE TARGETING LONG-TERM GROWTH

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Page 1: PPS TAX FREE INVESTMENT ACCOUNT...long-term insurance policies issued by PPS Insurance Company Limited. PPS Investments (39270), PPS Multi-Managers (28733) and PPS Insurance (1044)

PPS TAX FREEINVESTMENT ACCOUNT SAVE TAX FREE WHILE TARGETING

LONG-TERM GROWTH

Page 2: PPS TAX FREE INVESTMENT ACCOUNT...long-term insurance policies issued by PPS Insurance Company Limited. PPS Investments (39270), PPS Multi-Managers (28733) and PPS Insurance (1044)

PPSTAX FREEINVESTMENTACCOUNT THE PPS TAX FREE INVESTMENT ACCOUNT IS AN INVESTMENT VEHICLE WITH UNLIMITED ACCESS AND NO MINIMUM INVESTMENT PERIOD.

Page 3: PPS TAX FREE INVESTMENT ACCOUNT...long-term insurance policies issued by PPS Insurance Company Limited. PPS Investments (39270), PPS Multi-Managers (28733) and PPS Insurance (1044)

WHAT ARE THE BENEFITS?

PAY NO TAX ON YOUR INVESTMENT• Benefitfromaninvestmentwhereallproceeds aretax-free.Youcancontributeamaximumof R33000pertaxyearandR500000overyour lifetimewithoutbeingchargedcapitalgainstax (CGT),dividendtaxandincometaxoninterest earnedonthesecontributions. AFLEXIBLEINVESTMENTSTRUCTURE • Unlimitedwithdrawalsareallowedbutremain cognisantthatyourannualandlifetimecontribution limitsarecappedandcannotbereplenished. • Anygrowthandreinvestmentofinterestand dividendsdonotcounttowardsthecontribution limits.

CUSTOMISE YOUR INVESTMENT• Youcanstructureacustomisedinvestment portfoliobyinvestingdirectlyinapremium selectionofdomesticunittrusts. • Switchtheunderlyingunittrustsatnoextracost andmakeamendmentstoyourcontributions withoutincurringanypenalties.

WHO IS THIS SOLUTION SUITED TO?

ThePPSTaxFreeInvestmentAccountisbestsuitedto individuals(onlynaturalpersons)seekingaflexible investmentoptionthatcanaugmenttheirretirement savingsportfolio.Itissuitableforinvestorstargeting long-termgrowthorlookingtosupplementtheir retirementsavings. WHY CHOOSE PPS INVESTMENTS? WeareasubsidiaryofPPS,amutualorganisation thatoffersawiderangeofbespokefinancialsolutions exclusivelytograduateprofessionals,includingwealth managementservices,insuranceandfiduciaryservices.

Asamutualorganisation,PPSshares100%ofitsprofits (fromallitssubsidiaries)amongitsqualifyingmembers.

Asthepreferredwealthmanagementservicesprovider ofchoiceforgraduateprofessionals,weofferasuiteof transparentandflexibleinvestmentsolutionsgeared towardsthecreationandmanagementoflong-term intergenerationalwealthsupportedbyanexperienced teamthatisdrivenbypassion,accountabilityand integrity. Whenyouinvestwithus(asaqualifyingmember)you willreceiveprofitallocationsbasedonyourinvestment portfoliowhichmeansthatthemoreassetsyouhave investedwithus,themoreprofitallocationsyouwould earn.YoucanalsoearnadditionalPPSprofitshare allocationswhenyoulinkyourchild(ren)and/orspouse’sOPNinvestmentsolutionstoyourPPSmembernumber.

Page 4: PPS TAX FREE INVESTMENT ACCOUNT...long-term insurance policies issued by PPS Insurance Company Limited. PPS Investments (39270), PPS Multi-Managers (28733) and PPS Insurance (1044)

*Qualifying members share in the profits of PPS

Kindly note that this does not constitute financial advice. The information, opinions and any communication from the PPS Investments Group [PPS Investments (Pty) Ltd, PPS Multi-Managers (Pty) Ltd and PPS Management Company (RF) (Pty) Ltd], whether written, oral or implied are expressed in good faith and not intended as investment advice, neither does it constitute an offer or solicitation in any manner. Furthermore, all information provided is of a general nature with no regard to the specific investment objectives, financial situation or particular needs of any person. It is recommended that investors first obtain appropriate legal, tax, investment or other professional advice prior to acting upon such information. PPS Provider™ policies are long-term insurance policies issued by PPS Insurance Company Limited. PPS Investments (39270), PPS Multi-Managers (28733) and PPS Insurance (1044) are licensed Financial Services Providers.

WEALTH AWAITS IfyouneedmoreinformationonthePPSTaxFreeInvestmentAccount,pleaseconsultyourPPSInvestmentsaccreditedfinancialadviser.

Alternatively,feelfreetocontactusdirectly. Contact us on 0860 468 777 (0860 INV PPS) or at [email protected].

www.ppsinvestments.co.za