If you are looking to transfer your existing preservation fund from another provider to EasyEquities our transfer team will be able to help facilitate this process for you.

You can transfer your pension fund or provident fund from:

However, once you have transferred your funds to the EasyEquities Preservation Fund you will not be able to invest any additional money in your Preservation Pension Fund.

Here are the steps to take to begin the transfer:

1. Activate your account by following the instructions here
2. Once your account is active, you can start the transfer process by completing the online form found here 

Is there a penalty or a cost to transfer my Preservation fund to EasyEquities? 

There is no penalty or cost from our side. We have not come across another provider charging a fee to move a Preservation fund, but we suggest you ask anyway. There are no minimums on the EasyEquities Preservation Fund, so you can transfer whatever amount you currently have.

When is it permissible to access all your funds?

Do I pay tax when withdrawing the 1/3 before retirement?

Should you do a partial withdrawal, you may be required to pay income tax. We will apply for your tax directive from SARS when you send your withdrawal request. Should anything be due this amount will be deducted before the funds are paid to you.

Transferring your preservation fund from EasyEquities to another provider

Should you wish to transfer your EasyEquities preservation Fund to another provider please complete this form in order for our team to process this for you.