Frequently asked Questions
Log in to our member portal HERE The member portal allows you to: Download statements. Check fund credit. Download member certificate. Cl...
Tue, 17 Jan, 2023 at 3:09 PM
Your claim might be taking longer than expected due to outstanding information and/or personal unresolved tax issues with SARS. You should follow up with t...
Wed, 18 Jan, 2023 at 8:11 AM
Contributions towards retirement are deductible to a limit of 27.5% of taxable income, capped at an annual limit of R350 000. Contributions above the annual...
Wed, 18 Jan, 2023 at 8:14 AM
The ZAR account allows you to purchase South African Equities, RISE Bundles, ETFs, ETNs, Unit trusts, Baskets and the EC10 Crypto Bundle. The account can be...
Wed, 18 Jan, 2023 at 8:20 AM
RISE is approved as a benefits administrator, in terms of section 13B of the Pension Funds Act, 1956, and as a registered financial services provider in ter...
Wed, 18 Jan, 2023 at 8:24 AM
Tax can only be claimed once a year when you, the retirement fund member, need to submit a tax return. Chat with us on WhatsApp For any further i...
Wed, 18 Jan, 2023 at 8:26 AM
Please refer to the following SARS webpage for the prescribed tax tables: https://www.sars.gov.za/tax-rates/income-tax/retirement-lump-sum-benefits/ Cha...
Wed, 18 Jan, 2023 at 8:28 AM
You can claim your retirement savings when you resign, reach retirement, or are dismissed or retrenched. To claim your retirement savings, you must complete...
Wed, 18 Jan, 2023 at 8:32 AM
The RISE Bundles differ by their benchmarks, their risk, and their investment horizon. The different benchmarks across our bundles are CPI+7, CPI+5, and CPI...
Wed, 18 Jan, 2023 at 8:39 AM
To view information on our retirement fund or RISE bundle's performance, click the link to view our fact sheets. Chat with us on WhatsApp For...
Wed, 18 Jan, 2023 at 8:43 AM