Unit Trust Retirement Annuity

OLD MUTUAL UNIT TRUSTS RETIREMENT ANNUITY FUND
Once your application has been processed you will be a member of the Old Mutual Unit Trusts Retirement Annuity Fund (the Fund or OMUTRAF) and receive Performance is dependent on the unit trust/s chosen and there is no guaranteed maturity value. ... Fetch Content

Unit Trust Company Of The Year Launches Individual retirement ...
Unit Trust Company of the Year launches individual retirement savings products February 2006 - Coronation Fund Managers today announced the launch of its range of individual ... Document Viewer

Clarity On The New retirement Fund Regulations Issue No. 118
Clients who set up their retirement annuity, pension preservation or provident preservation fund investments before 1 April 2011 do with their debit orders and do not need to change their unit trust selection. Any transaction other than an existing annual escalation, ... Return Doc

Retirement Annuity. Friend Or Foe? - Optimum Group
Retirement Annuity. Friend or Foe? If I could have saved a penny every time the value of an annuity has been denounced worthless, I could certainly have been close to ... Doc Retrieval

FAIRBAIRN CAPITAL RETIREMENT ANNUITY FUND
The Fairbairn Capital Retirement Annuity Fund offers the member a flexible, tax-efficient vehicle with access to a wide range of unit trusts, including the SYm|mETRY Multi-manager Unit Trust Funds and the Old Mutual Employee Benefits Smoothed Bonus ... Get Content Here

Investment Form - STANLIB
Applicable to the Classic Investment Plan and Classic Retirement Annuity plan for Unit Trust portfolios. Not available for Structured Portfolios. The minimum recurring debit order amount for a Classic Investment Plan is R1 000 per investment and R500 per portfolio. ... Read Here

A New Era For The PPS RETIREMENT ANNUITY.
What are the benefits of modern, unit trust based retirement annuities? A traditional retirement annuity is underwritten by an insurer and offers a ... Fetch Full Source

Trust Law - Wikipedia, The Free Encyclopedia
In common law legal systems, a trust is a relationship whereby property is held by one party for the benefit of another. A trust is created by a settlor, who transfers some or all of his or her property to a trustee. The trustee holds that property for the trust's beneficiaries. Trusts have ... Read Article

WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES ...
Wilmington Trust Retirement and Institutional Services Company Collective Investment Trust III As of December 31, 2012 See notes to financial statements. ... Access Full Source

AIMS RETIREMENT ANNUITY AND PRESERVATION FUND
Retirement Annuity & Preservation Fund Absa Investment Management Services (AIMS Such unit trust funds will be administered by AIMS on behalf of the member, but always subject to any terms and conditions that the ... Read Content

Retirement Planning, How We Establish A Client Relationship ...
Retirement, retirement planning, retiree, retirees, stocks vs bonds, unit investment trust, unit investment trust fund, annuities, annuity, fixed annuity, variable annuities, brokered cds, ... View Video

Retirement Annuity Fund Additional Contribution - Allan Gray ...
Retirement Annuity Fund additional contribution 1. You will need an Allan Gray Investment Platform fund list to complete this form. Please tick this box if you want to change the unit trust allocation of your entire account as per Regulation 28 requirements. ... View Full Source

RETIREMENT ANNUITY FUND General Information And Conditions
2.1 The relevant Fund allows members the opportunity to invest in the unit trust funds offered by Coronation Manco. The Coronation Retirement Annuity Fund (“the Fund”) is a retirement annuity fund registered by the Financial Services Board in terms of the ... Access Full Source

Deferred Compensation - Wikipedia, The Free Encyclopedia
Deferred compensation is an arrangement in which a portion of an employee's income is paid out at a date after which that income is actually earned. Examples of deferred compensation include pensions, retirement plans, and employee stock options. The primary benefit of most deferred compensation ... Read Article

Senior Assistant Adjudicator Office Of The Pension Funds ...
Overview What is a Retirement Annuity (RA) fund? The two different types of RA fund – unit trust and underwritten and the structure of each ... Return Doc

Retirement Annuity Fund Application - Allan Gray Careers
Page 1 of 6 Retirement Annuity Fund application Please complete this form if you wish to become a member of the Allan Gray Retirement Annuity Fund. ... Read More

Mutual Funds - Understanding Mutual Funds, Mutual Fund Terms ...
Information on everything you need to know about mutual funds - How to buy mutual funds, understanding mutual fund types and key strategies for using mutual funds. ... Read Article

214 New Laws Take Effect Jan. 1, 2012
More than 200 new laws, covering everything from local library boards to murder, will take effect Jan. 1. ... Read News

Clarity On - PPS Investments
March What is a unit trust? In the modern section of the Fund, your retirement annuity (RA) is made up of your own selection of unit trusts. A unit trust pools the money of many investors, which an asset ... Read Here

Casualty Entitlements - Retired Members - About.com US Military
The retirement pay of a military member stops on the first day of the month in which the retiree dies. If the member designated a trust, they indicated the name and date of the trust in the beneficiary block. Annuity for an Insurable Interest Person. ... Read Article

Investing In Annuities, Life Insurance, Mutual Funds, And ...
If you purchase an annuity within a tax‑qualified retirement plan such as an IRA or 401(k), the tax- A unit investment trust (UIT) is a registered investment vehicle that invests in a fixed portfolio of securities ... Retrieve Here

FAIRBAIRN CAPITAL RETIREMENT ANNUITY PLAN
Transfers Your Fairbairn Capital Retirement Annuity Plan may be transferred to another Retirement Annuity Fund at any time. Income tax effi ciency ... Retrieve Here

Classic Linked Life Annuity - STANLIB
Usually 48 hours subject to the underlying Unit Trust Management Company rules. Only cash transfers out of the account allowed. Classic Retirement Annuity Fund or STANLIB Classic Preservation Plans at retirement into the Classic ... Read Here

RETIREMENT ANNUITY FUND
Secure your future with the Old Mutual Unit Trusts Retirement Annuity Fund (‘the Fund’ or ‘OMUTRAF’), a unit trust-linked retirement annuity fund that offers you investment choice, flexibility and peace of mind. ... Get Doc

FAIRBAIRN CAPITAL RETIREMENT INCOME PLAN - Home Page ...
RETIREMENT INCOME PLAN PRODUCT OVERVIEW The Fairbairn Capital Retirement Income Plan allows an investor retiring from a retirement annuity, pension or provident fund to SYm|mETRY Multi-manager Unit Trust Funds Old Mutual Smoothed Bonus Funds: ... Doc Viewer