Ashburton Investments - Frequently Asked Questions

Ashburton Fund Managers (Proprietary) Limited is a licensed Financial Services Provider ("FSP") in terms of the Financial Advisory and Intermediary Services Act, 37 of 2002, FSP number 40169, and Ashburton Management Company RF (Pty) Ltd is an approved manager of Collective Investment Schemes in terms of Collective Investments Scheme Control Act, 45 of 2002 by the Financial Sector Conduct Authority (FSCA) and is also a full member of the Association for Savings and Investment SA (ASISA).

2 Merchant Place, 1 Fredman Drive, Sandton, Johannesburg, 2196

+27(0) 860 000 339

query@ashburton.co.za

Fully Invested

A part of the FirstRand Group|AFM Terms and conditions

Frequentlyaskedquestions

What investment solutions does Ashburton offer?

What is your Environmental, Social and Governance (ESG) Policy?

Who do we contact for investment support or queries?

Where can I access fund factsheets?

How do I start my application process

Cut off times

Statements

Process for deposit and withdrawal

Factsheets

Yields / Prices

Income Distribution when withdrawing 100%

Digital transacting

Onboarding

Is there a restriction on which funds I can invest in as a Commercial Client, if investing via FNB Commercial Business Investment Specialists?

What are the minimum investment amounts into the portfolio?

What are the fees associated with my investment?

With regards to fees, the minimum disclosure document (fund fact sheet) refers to TER (total expense ratio) and TIC (total investment charge). Please explain these fees.

How are the funds taxed?

Do you have cut-off times for the submission of redemptions for the investment?

Are the funds/my investment guaranteed by FirstRand (FNB)?

What FICA/KYC documents will I require to open our account?

Can my Ashburton investment be used as collateral?

Can I transact online?

How do I log to my Ashburton account?

Why does my market value not tie up when I add up my investment to the interest income that is reinvested?

How do I open an account or Invest in the funds?

What are the requirements or minimums to open an account?

How can I access my account information, statements, or reports?

How do I check my account balance or transaction history?

What capabilities does the firm have for ESG or climate-related objectives?

How does the firm ensure transparency and integrity in sustainable processes?

How do you handle proxy voting or engagement with companies?

Are investments guaranteed, or what are the risks involved?

How do I contact client service or a representative?

How do I open a tax-free savings account?

What is your fee structure?

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