Regulation 28 guide


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Is your investment suitable for retirement savings?
When a fund is Regulation 28 compliant, it is deemed to be a suitable option for retirement savings. This is because exposure to high-risk assets is limited to specified amounts (Maximum limits of 75% equity, 30% international and 25% property). When investing in our retirement solutions, your investment will need to comply with the stated Regulation 28 limits and will be monitored for compliance on an ongoing basis.

This tool will help you ascertain whether your selected investment will be Regulation 28 compliant or not.

Please note that at no point during this online process are you under any obligation to invest.
Should you choose to invest, your investment will need to comply with the stated Regulation 28 limits and will be monitored for compliance on an ongoing basis.

In order to assess whether or not your investment would be Regulation 28 compliant, please select which suite of products you are interested in.

STEP ONE: Choose your investment suite


Choose this option if you are a graduate professional who fulfil the PPS Membership criteria


Choose this option if you are an investor who wishes to invest with PPS Investments and are not currently a graduate professional.

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