12 February 2025
Encourage your clients to take advantage of tax benefits now by adding an amount to their Retirement Annuity before the end of the tax year.
Emails you can send to your RA clients
Download your client-facing emails (Afrikaans and English versions included) from the link below, right-click on the zipped folder and select “extract all”. Send them from there to your RA clients.
Draw a list
You can draw a list of your RA clients from our intermediary web under My Practice, by selecting Values per product in the left-hand menu and generating a list of all clients invested in retirement annuities. You can also do an online ad hoc investment on the Glacier Investment Hub or generate an ad hoc investment application on the intermediary web.
Kindly note that clients can also add to their RA by actioning a once-off debit order collection on the client web, using a desktop computer.
Clients have to add lump sums before specified cut-off dates:
Additions via debit order
20 February 2025
Internal transfers
20 February 2025
Additions via Electronic Funds Transfers
28 February 2025
Money to reflect in our account
28 February 2025
Read more about ways in which your clients can maximise tax benefits
