This unit-linked investment plan offers you a range of investment choices denominated in foreign currencies.
Minimum contribution
US$ / € / ₤ / AUD / CHF 25 000 lump sumPLUS additional transfers of US$ / € / ₤ / AUD / CHF 5 000
How long to invest for
The initial term is five years, after which it becomes open-ended. The value of the policy will form part of your estate plan when you die.
Freedom to change your choice
You have total freedom to change your underlying investments and there are no charges for the first four changes in a year. The minimum amount that can be switched is US$ / € / ₤ / AUD / CHF 1 000.
Your investment choices
You can choose from:
Funds:
Stockbroking:
Benefits
How it works
Access to your money
Tax
Sanlam Life pays tax on the proceeds from the plan, which means all proceeds you receive are tax free.
Fees
Please speak to your financial advisor to make sure you pay the correct fees and that you understand which fees you pay and why.
Why get financial advice
It is important to bear in mind that all investments have some risk and offer varying potential returns. We therefore recommend that you consult a financial advisor who can help you find and combine the most appropriate products for your needs and circumstances.