The Optimus South African Pension Plan (OSAPP) is the standard bearer in the delivery of tax favoured, cost-efficient retirement savings for South African residents. It has been designed to incorporate highly flexible investment and benefit features which can be tailored to how you want to accumulate and spend your retirement funds.
You have the peace of mind of dealing with a market-leading fiduciary specialist operating from one of the world’s most reputable and well-regulated international financial centres, the Isle of Man.
Your investment options
The Trustee has made a diverse range of investment options available so that you, in conjunction with your financial adviser, can select an investment strategy tailored for your own risk profile and retirement planning objectives.
Contributions structured to suit you
Isle of Man pension rules governing OSAPP contain no limits on how much and how often you can make contributions. Exchange controls represent the only upper restriction and, indeed, OSAPP is an ideal vehicle through which to utilise the foreign investment allowance, currently R10 million per annum.
Additional benefits include:
Should you wish to make an enquiry please get in touch by using the contact form or by calling our office on +44 1624 695560