Lump Sum
Advice Fees (Excl Vat)
| Initial Advice Fees |
|
||
|---|---|---|---|
| Stock broker fee | 0.08% | ||
| JSE investor protection levy | 0.0002% | ||
| Sub total | |||
| Value added tax | 14% | ||
| Total initial fees |
| Annual Advice Fees |
|
||
|---|---|---|---|
| Annual portfolio investment management fee | 0.15% | ||
| Annual administration fee for 1st R 500 000 | 0.70% | ||
| Annual administration fee for 2nd R 500 000 | 0.55% | ||
| Annual administration fee on the amount over R 1 000 000 | 0.40% | ||
| Sub total | |||
| Value added tax | 14% | ||
| Total ongoing fees* |