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Unlock Your South African Retirement and Investment Policies
At Fin Select, we specialise in helping you access the full value of your retirement and investment policies before maturity. With our expert guidance and proven track record, we ensure a seamless process to cash out your South African funds efficiently and securely.
Understanding Policy Surrenders
Depending on the type, value, and maturity of your policy, you may be eligible to surrender your South African retirement annuities, preservation funds, or provident funds without completing the full tax emigration process. Our team of experts, led by Rudi, will assess your unique situation and guide you through the most efficient path to accessing your funds.
When Can You Surrender Policies Without Tax Emigration?
Retirement Annuities
For retirement annuities, you may qualify for surrender without tax emigration if:
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You are 55 years or older
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The policy value falls below the current regulatory limit
Our Streamlined Policy Surrender Process
Embark on a streamlined tax emigration journey with Fin Select to achieve non-resident tax status and access your South African financial assets seamlessly.
1
Assessment & Quote
We begin with a personalised assessment of your policy and provide a tailored quote based on your specific financial situation and investment details. Our team’s extensive experience ensures you receive accurate guidance and optimal solutions for your circumstances.
2
Acceptance
Upon accepting our quote, we guide you through completing the required consent forms and online questionnaire. We’ll help you gather all necessary information and documents, ensuring nothing is overlooked that could delay your application.
3
Application
Our team works directly with authorised dealers, life assurers, and relevant financial institutions to process your policy surrender. We leverage our established relationships and expertise to ensure smooth processing and compliance with all requirements.
4
Completion
Once your funds are released and transferred to your international bank account, we provide comprehensive documentation confirming the completion of your policy surrender. Our support continues even after the transfer is complete.
The Fin Select Advantage
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Expert Knowledge
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Seamless Process
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Timely Transfers
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Register Now
Fin Select offers specialised financial services for South African individuals – including tax emigration, tax compliance, forex, fund transfers and more.
Our services focus on South Africans – both locally and abroad. With our intricate knowledge, accreditation, and affiliation, we can offer optimal rates and speedy service that’s fully compliant.
Register now
If you’d like to engage with a FinSelect representative, please follow the registration link below and we will be in touch as soon as possible.