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    Additional Voluntary Contributions-Infographic and Form - 12086-2022-03

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    Yanga Kalipa
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    Additional Voluntary Contributions-Infographic and Form - 12086-2022-03

    Uploaded by

    Yanga Kalipa
    0 views3 pages
    Info grace

    Original Title

    Additional voluntary contributions-Infographic and form - 12086-2022-03 (1)

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    Info grace

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    0 views3 pages

    Additional Voluntary Contributions-Infographic and Form - 12086-2022-03

    Uploaded by

    Yanga Kalipa
    Info grace

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
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    12086-2022-03 • Getty Images

    Retirements

    Adding more
    to your future
    Putting extra money into the fund

    Your retirement benefits are there to help you live from day to day when you retire and no longer have a
    salary coming in every month. The trustees allow you to make additional voluntary contributions, which are
    extra contributions you can choose to make on top of the monthly contributions you and your employer
    already make to the fund. The purpose is to help you save more towards your retirement.

    What you need to know

    You can choose to make an extra You can also choose to contribute
    monthly contribution, it can be a a lump sum amount into the fund
    percentage of your fund salary or whenever you have extra money
    a specific rand amount. available to do so.

    The extra money you put into the


    There are no fees charged for fund will show as an ‘additional
    putting extra money into your contribution’ on your statement
    fund, so the full amount you put and will be added to your
    into the fund is invested for your retirement savings in the fund.
    retirement.

    You can claim a tax deduction of


    up to 27.5% a year of your taxable
    income (up to R350 000). This
    applies to pension, provident and
    retirement annuity funds.

    alexforbes.com
    Get expert advice

    It is important that you consider this


    option within your overall retirement
    and savings plans. As an individual,
    you’ll go through many different
    stages in your life. Financial well-being
    is about helping you achieve what
    matters most to you at each stage of
    your life by learning how to use the
    finances available to you.

    An important role of an adviser is to raise your


    general financial knowledge to empower you to
    make informed financial decisions. These could
    be decisions on investments, risk reduction, risk
    management and understanding the choices you
    have to make.

    Getting expert advice will help you save


    more, protect the assets you have, and avoid
    unnecessary strain on your monthly income as
    you get closer to retirement.

    Contact the Alexander Forbes Individual Advice Centre on 0860 100 444 to speak
    to an accredited financial adviser.

    Next steps

    Please complete the attached form and give it to your human resources or payroll department to show
    them what you would like to do. You can also speak to them if you have any questions about putting
    extra money in the fund.
    12086-2022-03
    ALEXANDER FORBES FINANCIAL SERVICES (PTY) LTD
    Registration number: 1969/018487/07 | FAIS licence number: 1177
    A licensed financial services provider

    Umbrella funds division

    Alexander Forbes, 115 West Street, Sandton, 2196


    PO Box 652071, Benmore, 2010
    Telephone: 0860 100 333 | Fax: +27 (0)11 324 3461
    Website: www.alexforbes.com/za/en

    Additional voluntary contributions to the fund

    Fund name

    The purpose of this form is for you to tell us you would like to put extra money into the Umbrella funds.

    Your details
    Surname

    Full names

    Identity or passport number Country of issue Date of birth

    Contact details
    Cell Home Work

    Email

    I want to put extra money into the fund


    I choose to put extra money (additional voluntary contributions) into the
    every month.

     ption 1 – Percentage of your fund salary


    O
    Percentage (Please mark only one) 1% 2.5% 5% 7.5% 10%
    %

     ption 2 – Your own amount


    O (Subject to employer payroll allowances)
    Amount to be contributed each month R . or Percentage to be contributed

     ption 3 – Your own amount


    O
    Amount to be contributed as once-off R .

    Your signature ______________________________________ Date

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