INFOGRAPHICS are AWESOME

INFOGRAPHICS ARE

AWESOME BECAUSE THEY ARE

VISUALLY

STIMULATING 50% OF THE BRAIN IS USED WHEN PROCESSING VISUALS

INFOGRAPHICS ARE

AWESOME BECAUSE THEY ARE VISUALLY STIMULATING

RETIREMENT CAPITAL R 159 332 493.00 DISCOVERY

R 124 229 527.00 CURRENT

MEDIAN AGE

R 181 965 880.00 NEW - LIBERTY

30

CONTRIBUTIONS

R 174 838 329.00 SANLAM

30

35

40

45

50

55

R 6 907 374.50

60

6%

65

66

68

9% 70

72

12% 74

76

78

RETIREMENT AGE

CURRENT CAPITAL AS OF 31 OCT 2018

78 AVERAGE MORTALITY AGE

SALARY WITHDRAWALS

ABILITY TO RETIRE

NET CONTRIBUTIONS

YEARS TO NRA

INVESTMENT RETURN

BETAPLUS

61%

13.2%

27 YEARS

12%

RULE

75%

15%

27 YEARS

12%

REALITY

42%

11.1%

27 YEARS

6.8%

INFOGRAPHICS ARE

FINAL CAPITAL AT MORTALITY

R 6 907 374.50

AWESOME BECAUSE THEY ARE VISUALLY STIMULATING

INFOGRAPHICS ARE

AWESOME BECAUSE THEY ARE VISUALLY STIMULATING

JF HILLEBRAND SOUTH AFRICA (PTY) LTD SIMPLIFY | DASHBOARD

CURRENT

1 2 3 4 5

DASHBOARD SUMMARY

FEE BREAKDOWN LIBERTY

CALCULATIONS BASED ON

ADMIN FEES

FROM CONTRIBUTION

ANNUAL

PAYROLL MEMBERS ASSET VALUE

R 88 261.68

MONTHLY PER MEMBER

R 7 355.14 R 71.41

1.17

LIBERTY

ASSET BASED FEES FROM INVESTMENT VALUE

ANNUAL

R 217 556.34

OR PER MEMBER

0.79% R 176.02

% OF ASSET VALUE

BROKER FROM YEARLY

CURRENT 74.12% WHERE MONEY LASTS FOR 10.57 YEARS AFTER 65

LUMP SUM CONTRIBUTION

R 110 999.76

MONTHLY PER MEMBER

R 9 249.98 R 89.81

LIBERTY

INVESTMENT MANAGEMENT FEE VAT INCLUDED

ANNUAL

OR PER MEMBER

R 165 605.27

0.60% R 133.98

LIBERTY

PAID SEPERATELY OR FROM CONTRIBUTION

ANNUAL

MONTHLY PER MEMBER

R 527 805.60

R 43 938.80 R 427.03

R 30 000.00 ANNUAL SAVING

R 365 281.82 PROPOSED 95.17% WHERE MONEY LASTS FOR 15.94 YEARS AFTER 65

LIBERTY

INVESTMENT RETURNS

ABILITY TO RETIRE

MARCH 2018 YTD 1.19 1 YR 6.82% %

2 YRS 5.46 3 YRS 10.46% %

LIBERTY

RISK POLICY

MONTHLY SAVING

FUNDING RATIO

COMMISSION FEES

ANNUAL

R 2 575 114.47 103 R27 616 458.11

RISK POLICY BENEFITS GLA 0.885% FUNERAL CAP DIS 0.000% R 4.72 ICB 0.803% P/MEMBER

R 1 110 228.65

CURRENT PROPOSAL 1 PROPOSAL 2 COSTS AS % OF ASSETS

CURRENT PROPOSAL 1 PROPOSAL 2

XX.XX% XX.XX% XX.XX% EXCLUDING GROUP RISK

XX.XX% XX.XX% XX.XX%

TOTAL COSTS

1ST PROPOSAL

2ND PROPOSAL

FEE BREAKDOWN

FEE BREAKDOWN

LIBERTY & BETAPLUS

SANLAM & BETAPLUS

ADMIN FEES

FROM CONTRIBUTION

ANNUAL

R 88 261.68

MONTHLY PER MEMBER

R 7 355.14 R 71.41

ADMIN FEES

FROM CONTRIBUTION

ANNUAL

R 88 261.68

MONTHLY PER MEMBER

R 7 355.14 R 71.41

LIBERTY & BETAPLUS

SANLAM & BETAPLUS

FROM INVESTMENT VALUE

FROM INVESTMENT VALUE

ASSET BASED FEES ANNUAL

OR PER MEMBER

R X XX XXX.XX

BROKER

COMMISSION FEES

ASSET BASED FEES ANNUAL

0.00% R XXX.XX

OR PER MEMBER

0%

BROKER

R X XX XXX.XX 0.00% R XXX.XX

COMMISSION FEES

0%

BETAPLUS FEES % OF ASSET VALUE 0.50% PER ANNUM R 80 000.00

BETAPLUS FEES % OF ASSET VALUE 0.50% PER ANNUM R 80 000.00

LIBERTY & BETAPLUS

SANLAM & BETAPLUS

VAT INCLUDED

VAT INCLUDED

INVESTMENT MANAGEMENT FEE ANNUAL

OR PER MEMBER

R X XX XXX.XX 0.00% R XXX.XX

INVESTMENT MANAGEMENT FEE ANNUAL

OR PER MEMBER

R X XX XXX.XX 0.00% R XXX.XX

LIBERTY & BETAPLUS

SANLAM & BETAPLUS

PAID SEPERATELY OR FROM CONTRIBUTION

PAID SEPERATELY OR FROM CONTRIBUTION

RISK POLICY ANNUAL

MONTHLY PER MEMBER

R X XX XXX.XX R XX XXX.XX R XXX.XX

R X XXX XXX.XX

RISK POLICY ANNUAL

MONTHLY PER MEMBER

R X XX XXX.XX R XX XXX.XX R XXX.XX

R X XXX XXX.XX

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INFOGRAPHICS ARE

AWESOME BECAUSE THEY ARE VISUALLY STIMULATING

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