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Q and A – Sidepocket Retention Funds

  RETENTION FUNDS – QUESTIONS AND ANSWERS     Purpose of this Q&A   This Q&A is provided to help investors understand retention funds, often referred to as “side pocket funds”.   If investors have further questions or require additional information, investors are urged to contact their financial advisor, MiPlan or the IPMC Client Services…

Notice to MiPlan IP Enhanced Income Investors

Pursuant to the recent Martius and Redink SENS announcements regarding the notes Mar 02B & Mar 03B and Red 706 & Red 707, respectively, MiPlan has been advised by the portfolio manager, Vunani Fund Managers, in consultation with the fund’s trustees, that it would be in the best interest of all investors, that interest on…

MI-PLAN appoints new key advisor relationship manager, Hayley Evans, for Johannesburg and Pretoria.

MI-PLAN is pleased to introduce Hayley Evans as our new key advisor relationship manager in Johannesburg and Pretoria. Hayley holds a B.BusSci. degree and a Post Grad. Diploma in Financial Planning from UFS. Her WhatsApp and Telephone number is (072) 232 2859 – Same as line previously used by Lyle. E-mail and Teams: She looks forward to meeting you and…

Mi-Plan IP Inflation Plus funds Changes

Following a successful ballot, the investment policy of certain Mi-Plan IP Inflation Plus funds have changed, effective 24 January 2024. The funds have been renamed. The funds have been renamed as shown in the table below. Previous name New name Mi-Plan IP Inflation Plus 3 Fund MiPlan IP Balanced Defensive Fund Mi-Plan IP Inflation Plus…

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