You can adjust your portfolio when your needs and risk appetite change by selecting the appropriate investment from our wide range of well-researched unit trust funds.
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R100 000 lump sum
R20 000 per additional contribution
A minimum of five years (the first five years are known as a ‘restricted period’).
You have total freedom to change your underlying investments. There is no charge to make a change, but depending on where you move your money to, initial investment charges may apply.
Access to the widest choice of investments:
You may transfer your rights to the policy to another individual or trust (if the beneficiaries are individuals) or as security for a loan.
Fees vary per product and your underlying investment. Please speak to your financial planner to make sure you understand which fees you pay and why.
It is important to bear in mind that any investment has some risk. We therefore recommend that you consult a financial planner who can help you find the most appropriate products for your needs and circumstances.