 

 [https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/73f44cce675e47a586b9138fa1cac534]


Dear Mr JANSEN VAN RENSBURG

Your client, L JANSEN VAN RENSBURG-PETERSEN (AGLA906475), has an
upcoming living annuity anniversary.

SUBMIT YOUR CLIENTS’ 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 DETAILS’. You can either submit the
revision instruction directly to Allan Gray (if you have the relevant
authorisation or mandate in place) or send it to your client to
seamlessly approve via digital authorisation. PLEASE DO SO BEFORE
14:00 ON 17 JULY 2024.

For your reference, we have attached the details of the income that
your clients received for the last year along with information on
'Investing in the Allan Gray Living Annuity' (USE YOUR ADVISER CODE TO
OPEN). If you have any questions or feedback, please contact your
Business Development Manager or the Allan Gray Adviser Service Centre
on 0860 000 653.

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
[https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/fe22625e59f3622fb70d73dedc628597].

0860 000 653

ifa@allangray.co.za

www.allangray.co.za
[https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/776f87588bddec8dc861f5a60a191630]

 [https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/80ca55a24999d9c293a32a34d5a298f9]


 		 Investor information
[https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/3e583233d10504c1ccd78d341f32fa88]


 		 Legal information
[https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/645f8967378dd2df977a63cd583e4ef8]


 		 Email legal notice
[https://allangray.everlytic.net/s/t/l/6631d4c143c2946ff30426ac/0f24048f255d8f0107e23e8f87515aba]


 