Flexible Endowment Option
You want to invest your money to achieve your goals. You also want to adapt your investment to what you need and how much risk you can handle. And you want the freedom to keep adapting if your circumstances change. You choose how long you want to invest to suit your need and choose the investment solutions that can help you achieve your goal. Whatever legacy you want to leave, you want to tailor it your way.
You invest so that you have enough for your needs on your journey to success. We know your journey is unique – you may want to invest in your children’s education, a dream holiday, or a nest egg for starting your own thing.
Minimum investment
A lump sum of R50 000.
A regular debit order of R1 000 per month.
Outcomes
Tax-efficient growth potential.
Estate planning benefits.
Compound growth.
Investment period
You decide, but there are restrictions during the first five years and any subsequent restriction period when you invest more.
How can the Flexible Endowment Option help you?
It gives you the opportunity to enjoy tax-efficient growth potential if you are in a higher income tax bracket.
You choose how you would like to invest, and the most suitable investment solutions to help you achieve your goal.
Is it for you?
You want to Invest a lump sum or a regular amount.
You would like to save tax for a higher income tax bracket.
You want to nominate a beneficiary for proceeds or of ownership.
When is it not for you?
You need access to all your money during the first 5 years.
Invest only if you are comfortable that you can only access your money twice during the first 5 years.
