TRANSFER YOUR S&R FUND
Your Personal Retirement Savings Plans - whether in the form of a fund or insurance - can be transferred in whole or in part to one of the
It is a simple, cost-free process that maintains your plan seniority and all associated tax benefits.
1. Choose what best suits your goals.
2. Choose the Bank - Become a client at one of the banks that distribute our Funds.
No Transfer Costs - Only in cases where the Personal Retirement Savings Plan has a guarantee of capital and/or profitability, is it possible for the management entity to charge a commission for the transfer, which cannot, however, exceed 0.5% of the transferred amount.