Can I transfer my tax-free investment from one provider to another?

Can I transfer my tax-free investment from one provider to another?

Yes. Transfers between providers came into effect on 1 March 2018.

What happens to my investment when I die?

Your investment will form part of your estate upon your death and be subject to estate duty. As tax-free investments cannot be transferred from one individual to another, your investment will need be liquidated and paid to either your nominated beneficiaries or retained within your estate and distributed according to your last will and testament.