Emigration 101: get answers to your client’s emigration questions

Questionnaire: CPD Points

Thanks for joining us for our webinar 'Finding your moral compass: Building an ethical culture in a changing financial advisory world' on Tuesday, 6 September.

To obtain your CPD point, please complete the following form. Good luck!

Question Title

* 1. Personal Details

Full name

ID number

City/town

Email address

Company

Question Title

* 2. True or False: Some jurisdictions allow you to obtain citizenship or residency via the purchase of a property

True

False

Question Title

* 3. When can you access a Retirement Annuity investment on emigration:

You can only access at retirement

3 years after becoming a non-South African tax resident

Immediately on leaving

1/3 may be accessed immediately, and the other 2/3 at retirement

Question Title

* 4. What option do people use to gain entry into the USA:

Purpose of a property

Investment into a project/development

Bridging VISA

Converting a tourist VISA

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* 5. Which is a popular emigration destination for retirees:

Bermuda

Spain

Mauritius

Bali

Question Title

* 6. True or False: You can access withdraw from your retirement savings investments on emigration without paying any tax on the withdrawal.

True

False

Great! Let's hope you were listening.

We will send you your CPD certificate in the next 2 weeks.

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