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Terms and conditions
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Tax free savings account

The Ashburton Tax Free Savings Account is a flexible savings vehicle for investors who want to save over the medium to long term. Investors have immediate access to their investment, and the flexibility to change their underlying investments at any time, subject to the liquidity of the investment instruments.

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Initial fees

Annual fees (excl VAT)

Ashburton funds

0%

0%

RMB Solutions

0%

0%

Third-party funds

0%

First R1m - 0.40%

Next R2m - 0.30%

Above R3m - 0.20%

Fees are calculated
by aggregating your
total investments
across all products.

Financial advisor
fees *

Maximum 3%
(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