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R0-5m R5-10m R10m Internal Investment Options One or more External Investment Options CUT OFF TIMES We will only process your instruction once we receive all the required documents and the investment amount reflects in our product bank account. I have established and verified the identity of the investor/s and persons acting on behalf of the investor/s in accordance with the Financial Intelligence Centre Act 38 of 2001 FICA. I will keep records of such identification and verification. 2. I am...

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How to fill out living annuity policy

01

Read and understand the policy document

02

Provide all required personal information

03

Decide on the initial investment amount

04

Choose the annuity income option

05

Select the underlying investments

06

Consider any additional features or riders

07

Review and confirm the chosen options

08

Sign and submit the application form

09

Pay the required premiums

10

Regularly review the policy and make adjustments if necessary

Who needs living annuity policy?

01

Individuals who want to have a regular income during their retirement years

02

Those who want to maintain control over their investment decisions

03

Individuals who are comfortable with the risks associated with investing

04

People who prefer a flexible retirement income solution

05

Those who have sufficient savings and assets to fund their retirement

06

Individuals who want to leave a legacy for their beneficiaries

07

People who want to take advantage of potential investment growth

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What is living annuity policy?

Living annuity policy is a retirement investment product that provides a regular income stream to the policyholder during retirement.

Who is required to file living annuity policy?

Individuals who have purchased a living annuity policy are required to file it with their insurance provider.

How to fill out living annuity policy?

To fill out a living annuity policy, individuals need to provide their personal information, investment choices, and beneficiary details.

What is the purpose of living annuity policy?

The purpose of a living annuity policy is to ensure a steady income stream for the policyholder during retirement.

What information must be reported on living annuity policy?

The living annuity policy should include personal information, investment choices, beneficiary details, and payment options.

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