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Dear Mr JANSEN VAN RENSBURG

As a reminder your client, A KRUGER - AGLA515669, has an upcoming
living annuity anniversary.

YOU CAN SUBMIT REVISION INSTRUCTIONS VIA YOUR ALLAN GRAY ONLINE
ACCOUNT
Initiate this on the ‘UPCOMING DATES’ page by selecting
‘REVISE’ on the relevant client, or via ‘CREATE INSTRUCTIONS’
>> ‘CHANGE LIVING ANNUITY INCOME’. You can either send it to your
client to approve securely via digital client approval or submit it
directly to Allan Gray (if you have the relevant authorisation or
mandate in place). PLEASE DO SO BEFORE 16 MAY 2024. 

If you have any questions or feedback, please contact your Business
Development Manager or the Allan Gray Adviser Service Centre on 0860
000 653 or email us at ifa@allangray.co.za.

Yours sincerely
ALLAN GRAY ADVISER SERVICES

HELPING YOUR CLIENTS UNDERSTAND THEIR TOTAL TAX LIABILITY IF THEY HAVE
MULTIPLE SOURCES OF INCOME

We calculate and deduct tax as if your clients’ Allan Gray income
payments are their only source of income. If your clients have
multiple sources of income, SARS may require us to withhold tax at a
rate that they determine. Should they do so, we will communicate this
with you and your clients in advance informing you of their available
options. In the meantime, you can learn more about how SARS has
changed tax for annuitants here.

0860 000 653

ifa@allangray.co.za

www.allangray.co.za
[https://allangray.everlytic.net/s/t/l/66349910d9403d13c4466671/776f87588bddec8dc861f5a60a191630]

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