OFFSHORE INVESTMENT PLATFORM
Momentum Wealth InternationalBenefits of our platform
Our global specialists are at your disposal, providing you with access to international knowledge and expertise. With Momentum Wealth International, you can be sure your investments are on track towards your client’s financial goals.
Multiple currency reporting
Consolidate and view your clients’ investment contract value in various currencies, including US dollar, sterling, euro, Japanese yen, Hong Kong dollar, Australian dollar, Swiss franc and South African rand.
Enhancing your advice process
Our solutions integrate seamlessly with your business - you can effectively manage all your clients' investments in one place.
Online investment monitoring
We offer a secure and user-friendly online experience that allows you to view your investment portfolios, access contract details and notes, and request information such as consolidated statements.
Our products
Our range of products helps you structure your offshore investment portfolio for estate planning and optimal tax efficiency.
International Investment Option
The International Investment Option is ideal if you have a medium- to long-term investment horizon and require maximum flexibility and easy access to the money in your offshore investment contract whenever needed.
Minimum investment
USD25 000 or currency equivalent.
Investment period
Medium- to long-term, however, clients can access the money in their investment at any point.
Features
Contributions in USD, EUR, GBP CHF, AUD, HKD, and JPY. South African Rand not accepted.
Your tax liability will depend on your circumstances and where you are domiciled or resident for tax purposes.
Clients can withdraw money from their investments at any time.
Invest in a combination of the investment options on offer in 1 contract.
Multi-currency reporting per contract.
Have peace of mind with a guaranteed value at the end of five years.
Minimum investment
USD25 000 or currency equivalent.Investment period
Medium- to long-term, however, clients can access the money in their investment at any point.Features
Contributions in USD, EUR, GBP CHF, AUD, HKD, and JPY. South African Rand not accepted.Your tax liability will depend on your circumstances and where you are domiciled or resident for tax purposes.
Clients can withdraw money from their investments at any time.
Invest in a combination of the investment options on offer in 1 contract.
Multi-currency reporting per contract.
International Endowment Option
Ideal for clients who want a diversified offshore investment portfolio housed within an insurance contract. It combines the advantages of an insurance product (such as tax planning) with a broad choice of underlying investment funds.
Minimum investment
USD18 000 or currency equivalent.
Investment period
5 years and longer.
Features
Contributions in USD, EUR and GBP. South African Rand not accepted.
Income and capital gains tax are calculated within the contract, and we handle the tax reporting and administration.
Liquidity with 100 underlying policies.
Invest in a combination of the investment options on offer in 1 contract.
Multi-currency reporting per contract.
Choose to protect a portion of your retirement income for as long as you live. You can add the new Guaranteed Annuity Portfolio if you want to blend certainty and flexibility in one retirement income product.
Minimum investment
USD18 000 or currency equivalent.Investment period
5 years and longer.Features
Contributions in USD, EUR and GBP. South African Rand not accepted.Income and capital gains tax are calculated within the contract, and we handle the tax reporting and administration.
Liquidity with 100 underlying policies.
Invest in a combination of the investment options on offer in 1 contract.
Multi-currency reporting per contract.
