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Living annuity

The Ashburton Living Annuity is a flexible product designed to suit your lifestyle and provide a regular income after retirement.

http://www.ashburtoninvestments.com/expectmore/

 

Initial fees

Annual fees
(VAT is not applicable)

Ashburton funds

0%

0%

RMB Solutions

0%

0%

Third-party funds

0%

First R1m - 0.45%

Next R2m - 0.35%

Above R3m - 0.22%

Fees are calculated
by aggregating your
total investments
acrossall products.

Financial advisor
fees *

Maximum 1.5%
(excl. VAT)

Maximum 1%
(excl. VAT)

* Agreed between you and your financial advisor


Fund literature
Forms

Application

Terms and conditions

Brochures

Product Information

Fund list

Fund literature

Forms

Application

Terms and conditions

Brochures

Product Information

Fund list