Updated: 25-March-2024 Valid until: 29-March-2024
This information is supplied as part of our commitment to support and strengthen independent financial advisors. The information contained below is part of our growing product research offering.
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 139 470.46 | 6.880% | R1 397 969.94 | 6.930% | |
Discovery | G | 3.5 | 8 | R 133 522.52 | 5.952% | R1 370 029.16 | 6.499% |
NEDgroup LIFE* | L | 8 | R 130 139.48 | 5.410% | R1 323 144.30 | 5.760% | |
Clientele life* | G | 2.43 | 8 | R 130 572.17 | 5.480% | R1 307 269.74 | 5.505% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 141 835.20 | 7.240% | R1 422 324.23 | 7.300% | |
Discovery | G | 3.5 | 8 | R 136 046.45 | 6.350% | R1 395 268.46 | 6.889% |
Clientele life* | G | 2.43 | 8 | R 132 564.84 | 5.800% | R1 327 215.32 | 5.825% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 490.18 | - | - |
Metropolitan* | R 3 715.38 | R 5 165.04 | R 4 780.47 |
Momentum | R 3 699.63 | R 5 156.72 | R 4 888.33 |
Assupol (annuity) | R 3 678.02 | R 5 309.60 | R 5 002.35 |
Discovery | R 3 481.34 | R 5 085.29 | R 4 825.18 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 992.14 | R 325.47 | R 1 666.67 | 16.338% |
Metropolitan* | R 1 910.27 | R 243.60 | R 1 666.67 | 12.752% |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 488.16 | R 44.46 | R 5 382.02 | R 778.85 |
NEDgroup LIFE* | L | 5 | R 434.72 | R 31.98 | R 4 617.12 | R 370.90 | |
Clientele life* | G | 2.43 | 5 | R 454.31 | R 57.44 | R 4 562.90 | R 579.19 |
Institution | NatureSecurity | CAR Ratio | Notes | Gross annuity income (R100 000) | Taxable portion (R100 000) | Gross annuity income (R1 000 000) | Taxable portion (R1 000 000) |
---|---|---|---|---|---|---|---|
Discovery* | G | 3.5 | 5 | R 514.60 | R 49.18 | R 5 642.82 | R 825.40 |
Clientele life* | G | 2.43 | 5 | R 475.69 | R 62.71 | R 4 776.66 | R 632.07 |
Institute | Annuity code | Metropolitan | Metquote Codes : 96355 C814E 23AEE F0181 | Metropolitan | Metquote Codes : DA66A 1D87A 258C2 D0263 | Metropolitan* | Metquote Codes : A1620 F1F95 00933 D037F |
---|