Create and grow your investment portfolio with flexible payment plans.
Investments – Create and grow your investment portfolio with Flexible payment plans. You get to choose the type of investment you want, whether you want a Pure Investment, study policy or a Retirement Annuity. Choose appropriate underlying Investment Funds from a wide range of over 20 Investment Funds conveniently categorized into Guaranteed, Defensive and Market Growth categories. Enjoy the growth that comes with the compounding effect of your invested money & accumulate wealth.
Here are a some of the funds available:
• Old Mutual Nedbank Namibia Money Market Fund
• Capricorn Property Fund
• Sanlam Namibia General Equity Fund
• Standard Bank Namibia Flexible Property Income Fund
• Old Mutual Namibia Absolute Stable Growth Portfolio
• Ninety One Namibia Managed Fund
Pure Investments
Our brokers will be more than pleased to have a chat and quote you on this product.
Study Policy
Our brokers will be more than pleased to have a chat and quote you on this product.
Retirement Savings
Our brokers will be more than pleased to have a chat and quote you on this product.
ADVANTAGES
(1)You decide when you’d like to pay premiums. You can enjoy the flexibility of lump sum and scheduled payments via the Flexible Investment Plan. Or you can enjoy the disciplined savings benefits of the Focussed Investment Plan, where you have the option of 100% of your premium being allocated towards your chosen fund.
(2)You can personalise the name of each investment plan as a reminder of the reason you are saving. Names such as, for example “John’s school fees” or “Family holiday to Etosha,” and you may change the name at any time.
(3)Flexibility to switch between investment funds. You can switch your current investment value or direct future premium payments into any of the over 20 Investment Funds available. The number of switches allowed is unlimited and there is no charge
(4)Flexible to access investment. You can make ad hoc disinvestments or zero-interest loans from specific Funds within your Investments, or set up a schedule of regular disinvestments or zero-interest loans to meet your liquidity requirements.
Take Note
When you choose to take us on as your intermediary, we handle all the admin that comes with the products/ services you’re subscribed to. Here are a few admin tasks that we as your chosen intermediary assists with:
- Initial paperwork (applications, intermediary appointment etc…)
- Changes to products
- Withdrawals & cancellations
- Overseeing timeously payments committed monthly/ Annual investments
