Updated: 15-April-2024 Valid until: 19-April-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 141 769.08 | 7.230% | R1 420 999.17 | 7.280% | |
Discovery | G | 3.5 | 8 | R 135 082.65 | 6.199% | R1 386 037.09 | 6.747% |
NEDgroup LIFE* | L | 8 | R 131 877.13 | 5.690% | R1 341 384.75 | 6.050% | |
Clientele life* | G | 2.43 | 8 | R 132 439.59 | 5.780% | R1 326 274.97 | 5.810% |
Institution | Nature of Security | CAR Ratio | Notes | Secured Return** | % Return on investment** | Secured Return*** | % Return on investment*** |
---|---|---|---|---|---|---|---|
1Life | L | 8 | R 144 164.90 | 7.590% | R1 445 673.34 | 7.650% | |
Discovery | G | 3.5 | 8 | R 137 636.08 | 6.597% | R1 411 571.29 | 7.137% |
Clientele life* | G | 2.43 | 8 | R 134 454.99 | 6.100% | R1 346 451.83 | 6.130% |
Institution | Escalating 10yrs Certain & Thereafter* (C&T) | Single Life* 10 C&T | Joint & Survivor** 10 C&T |
---|---|---|---|
Assupol Life (rewired) | R 4 550.73 | - | - |
Metropolitan* | R 3 738.79 | R 5 216.75 | R 4 823.92 |
Assupol (annuity) | R 3 729.54 | R 5 382.33 | R 5 070.41 |
Momentum | R 3 719.76 | R 5 194.90 | R 4 908.21 |
Discovery | R 3 484.37 | R 5 088.86 | R 4 827.64 |
Institution | Gross Income | Taxable Portion | Tax Free Portion | Taxable Percentage |
---|---|---|---|---|
Momentum | R 1 994.32 | R 327.65 | R 1 666.67 | 16.429% |
Metropolitan* | R 1 922.47 | R 255.80 | R 1 666.67 | 13.306% |
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 507.61 | R 50.12 | R 5 579.15 | R 838.08 |
NEDgroup LIFE* | L | 5 | R 456.44 | R 36.05 | R 4 845.59 | R 416.68 | |
Clientele life* | G | 2.43 | 5 | R 479.64 | R 63.71 | R 4 820.06 | R 643.06 |
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 533.88 | R 54.92 | R 5 838.33 | R 885.45 |
Clientele life* | G | 2.43 | 5 | R 500.96 | R 69.21 | R 5 033.22 | R 698.28 |
Institute | Annuity code | Metropolitan | Metquote Codes : E095C D228B 1CE46 90150 | Metropolitan | Metquote Codes : B31B2 ABCB9 76C66 8027A | Metropolitan* | Metquote Codes : 70B99 5249A 0CE64 403C6 |
---|