The Prime Investment Plan is a flexible, cost effective savings solution allowing investors’ to diversify their investments across a range of portfolios offered by industry leading portfolio managers.
The Prime Tax-Free Savings Plan is a simple and tax efficient savings solution
providing returns that are completely tax free. With annual and lifetime contribution limits
in place, it ensures tax benefit is greatly enhanced the earlier one invests.
The Prime Preservation Pension/Provident Plans are easy-to-understand pre-retirement savings solutions. These plans assist in preserving your savings as well as allowing your retirement savings to continue to grow, once you have left an employer’s pension and/or provident fund.
The Prime Retirement Plan provides individuals with a tax efficient, easy-to-understand and cost effective way to save towards their retirement. Contributions can be made via debit order, direct deposit or facilitated by your employer.
The Prime Living Annuity Plan is a post retirement savings and income solution that helps you grow your retirement savings whilst providing you with a regular income. The Prime Living Annuity Plan is underwritten by Bidvest Life.
Prime Collective Investment Schemes and its co-named partners offer a wide range of affordable investment portfolios. Whether it be to secure steady income or growth in excess of inflation, diversification through balanced portfolios or more aggressive capital growth, these portfolios
are tailored to meet various investment objectives.
Prime Financial Services (Pty) Ltd (“PFS”) was formally established in 2005 with the objective of providing niche financial services in the investment arena. PFS consists of a group of independent financial service providers and retirement funds, focused on providing competitive and cost effective investment solutions.
OUR PRODUCTS
The Prime Investment Plan is a flexible, cost effective savings solution.
The Prime Tax-Free Savings Plan is a simple and tax efficient savings solution providing returns that are completely tax free.
The Prime Preservation Pension/Provident Plans are easy-to-understand pre-retirement savings solutions.
The Prime Retirement Plan provides individuals with a tax efficient, easy-to-understand and cost effective way to save.
The Prime Living Annuity Plan is a post retirement savings and income solution.
The Prime Collective Investment Schemes and its co-named partners offer a wide range of affordable investment portfolios.
