The AVBOB Investment Plan
Choosing to invest with AVBOB, South Africa’s largest Mutual Assurance Society, holds many benefits.
AVBOB's new investment plan will help you reach your financial goals, whether you're looking for an education plan or a long-term investment like contributing towards a house, car or other significant asset!
You can also select an investment plan which suits your budget: choose your investment term (the longer you invest the bigger your return), and how much you want to invest and when.
With an AVBOB investment plan, you also benefit from other mutual value, like special bonuses added to your investment, and even R4 000 discount off an AVBOB funeral*. Apply today to start investing!
Withdrawing funds from your AVBOB Investment Plan account
- You can withdraw funds from your investment plan's account as long as you have at least R150 available in your account.
- You can withdraw up to 75% of the balance in the account, e.g. if you have R1 000 in your account, you can withdraw R750.
- You can make only one withdrawal during the first five years of the policy.
- After five years, you can withdraw money once a year.
- REMEMBER that the objective is to save, so try not to withdraw funds from your policy unless it’s absolutely necessary.
- 5-Year Investment Plan
- 10-Year Investment Plan
Invest over 5 years: | Invest over 10 years: |
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- Special bonuses added to your investment
- Up to R4 000 funeral discount*
- FREE transport of the deceased when the policy is older than six months*
Disclaimer: Please note that the AVBOB Family Saver has been renamed to AVBOB Investment Plan. The terms and conditions of the plan remain the same, and existing AVBOB Family Saver policies will continue to be serviced. Additionally, AVBOB has introduced a new 5-year term investment plan which has its own terms and conditions.
* Terms and conditions apply. The discount only applies if AVBOB Funeral Service conducts the funeral. AVBOB Mutual Assurance Society is a licensed life insurer and authorised Financial Services Provider. FSP 20656.