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Make your selection of fund(s) you’d like to invest in by indicating the investment portion.
Please note that all fees exclude VAT.
Glacier reserves the right to change the administration fees, the frequency thereof and
investment minimums from time to time after prior written notice to the member.
Please note that the fund fees and minimums applicable to the retirement plan are listed below the fund.
The fees and minimums listed in the fact sheet are applicable to the funds only when invested directly as unit trusts.* See Minimum Disclosure Document.
Please specify the once off debit order investment and / or regular debit order amounts.(Important information)
(Please allow 4 working days notice)
per year (on the investment anniversary date).
These amounts will be contributed to the following fund(s) that you selected:
Initial investment confirmation will be sent to the member
Future investment statements:
You can name nominees to receive the balance in your investment account in the event of your death. Note that your appointed nominees will not automatically receive the death benefits, as in terms of the Pensions Fund Act, the Trustees have to consider the needs of your dependants at the time of your death. If the nominee is under 18 years old, the parent/guardian details are to be provided.
The following bank details will be used for benefit payments as well as for the debit order deductions. No third party payments are allowed. (No credit cards, money market or special savings accounts.)
Debit order authorisation
I authorise Glacier to arrange with the financial institution namedabove to collect monies through a debit order from this account.
An annual investment management fee is charged by collective investment managers. The relevant fees may differ between collective investments. These fees are deducted by the collective investment manager prior to the declaration of income and/or the calculation of prices. A performance fee may also be charged if the investment return of a collective investment is in excess of the benchmark for that specific collective investment.
Glacier and/or the Fund are not responsible or liable for any damages or losses (including consequential losses) suffered by the Member due to:
Member agreement to all terms and conditions, authorisations and declarations listed above
Parent / guardian (if applicable) agreement to all terms and conditions, authorisations and declarations listed above
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