Don’t forget the upcoming Tax-Free Investing deadline for your clients

With only a few days left before the end of the 2021/2022 tax year on 28 February, time is running out for your clients to maximise their tax-free allowance. There are few easier ways to help them speed up the growth of their savings over time, and investing in M&G Investments’ top-performing tax-free unit trusts is quick and simple to do.

How to invest
Your clients can open a new investment online in under 10 minutes, or by simply sending us a tax-free new investment application form (together with all supporting documents) before the deadline. Or, if they’re already investing tax-free with us, they can send us their additional contribution instruction online or via a top up form.

Then we can either collect the funds from their bank account as a single lump sum, or they can transfer the money to us electronically. It really is that easy.

As a financial adviser, if you would like to either start or add to your clients’ investments on their behalf, we will need to receive their completed and signed instruction (i.e. either a new investment application or a top up form) before the deadline. Please note that only financial advisers with a Category II licence and that have a mandate in place with M&G Investments are able to sign on behalf of their clients.

The deadline
We'll need to receive your clients’ completed instruction and all supporting documents, with no outstanding requirements, before 13:30 on 28 February.

Our tax-free funds
We have a range of tax-free unit trusts with strong long-term track records to suit all risk and return profiles. These include our flagship M&G Balanced Fund, our top-performing M&G Dividend Maximiser Fund, and our rand-denominated global funds. There are plenty of options for creating a well-diversified portfolio – one that isn’t constrained by the limits of Regulation 28.

Try our Tax-free Calculator to see just how much tax your clients could save by investing in one of our tax-free unit trusts. And for more details, have a look at our one-page FAQ that highlights all you need to know about tax-free investments.

For more information or to invest with M&G Investments, please contact our Client Services Team on 0860 105 775 or email us at info@mandg.co.za.