Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| RMB Tax-Free Shares Account | Stock Broker Account | High, Medium high | 05 to 50 years |  |
Investment Name
RMB Tax-Free Shares Account
Provider
Risk Tolerance
High, Medium high
Time Horizon
05 to 50 years
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How we chose these
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
If you want to change your time horizon or risk tolerance, please use the investment picking tool again.
Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
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RMB Tax-Free Shares Account
Provider: RMB PRivate Bank
Risk Level: Medium high, High
Ideal Time Horizon:05 years - 50years
Investment Type: Stock Broker Account
Fund Description:
RMB Private Bank’s Tax-Free Shares Account offers tax free investment in the Top 100 companies listed on the Johannesburg Stock Exchange (JSE).
With RMB Private Bank’s Tax-Free Shares Account:
- All returns and dividends are tax free
- Investment is in the Top 100 companies on the JSE
- Provides you with a diversified portfolio
- Investments from as little as R300 per month or a minimum of a R1 000 once-off lump sum
- The easiest way to gain access to the JSE
- Low monthly fees of 0.5% (plus VAT) per year
- The maximum investment is R30 000 per tax year
- The maximum lifetime contribution is R500 000
Minimum lump sum investment: R1 000
Annual Cost: R0 to R250,000 - 0.50% per annum plus VAT; R250,001 to R1,000,000 - 0.45% per annum plus VAT; R1,000,001 + 0.35% per annum plus VAT
