Adviser Notice 52
February 2017
Dear Adviser
Retirement Annuity and Tax Free Investment Plan cut-off times for the current tax year
Please take note of the cut-off times for PSG Wealth Retirement Annuity and Tax Free Investment Plan
investments that need to be met to ensure these instructions are processed for inclusion in the current tax year,
ending 28 February 2017. Missing the cut-off dates means that instructions will only be processed for inclusion in
the following tax year which starts on 1 March 2017:
 All application and additional contribution forms, as well as online submissions, must be received by Friday 24
February 2017 before our cut-off times. Instructions must be complete and include proof of deposit.
 Funds must reflect in our bank account by Friday 24 February 2017. This means that electronic fund transfers
must be made 48 hours before.
 Direct debit instructions (collections) must be received by Wednesday 22 February 2017 before our cut-off
times. The maximum amount allowed for a direct debit is R1 million per day.
 Our cut-off times are 08h30 for money market and life funds, and 10h30 for other unit trust funds.
Please contact us if you have any questions
If you have any queries, please contact your investment specialist or your dedicated client service team.
Kind regards
Cindy Tshabalala
Head of Client Service
1st Floor, Roland Garros, 57 Sloane Street, The Campus, Bryanston, Johannesburg, 2191 | PO Box 61295, Marshalltown, 2107, South Africa
Tel: 0860 774 774 | Fax: +27 (11) 996 5499 | www.psg.co.za
PSG Invest (Pty) Ltd. Reg No 1999/014522/07. Authorised Financial Services Provider. FSP 563
PSG Life Ltd. Reg No 1999/010087/06. Authorised Financial Services Provider. FSP 22557