Approved Retirement Funds (ARF)
An Approved Retirement Fund (ARF)
is an investment vehicle used at retirement, which
- Provides an alternative to annuity purchase
- Allows you to retain control over the investment of your
retirement assets
- Allows you pension assets pass to your estate on death
- Provides you with a regular income facility
Currently an ARF may accept
transfers form
- Occupational plans in respect of additional voluntary
contribution (AVC) assets
- Occupational plans for proprietary directors
- Personal pension policies
- Personal Retirement Savings Accounts
The Government signaled its
intention to extend the availability of ARF's to all defined
contribution pension
plans in 2011.
The APT Approved Retirement Fund is
a self directed ARF which allows a wide range of investments which
include, but are not restricted to
- Deposit accounts
- Commodities
- Directly held stocks and shares
- Pooled units
- Property
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