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Glacier Offshore Investment Plan

Contact Glacier

  • English
    +27 21 917 9002
    0860 452 364
    Afrikaans
    +27 21 917 9000
    0860 452 237
  • or
Products

​​Glacier Offshore Investment Plan

Get access to world-class investments with the flexibility to choose how you make decisions.

Grow your savings by investing in a range of unit trust funds denominated in foreign currencies from leading fund managers.

Minimum contribution

R100 000 lump sum
R15 000 per additional investment

How long to invest for

The investment period is open-ended – you decide how long you want to stay invested.

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 invest in foreign collective investment funds from Glacier’s approved list.

Benefits

  • Lower minimums than traditional offshore investment options
  • A simple investment process with less paperwork
  • Flexibility to add to, or withdraw from the investment at any time
  • Guided investment choices through risk-profiled model portfolios

How it works

  • You make a lump sum investment.
  • We invest the money in the underlying investments that you choose in collaboration with your financial advisor. You can also make additional contributions.
  • Your money can grow over time based on your underlying investments.

Access to your money

  • You can make ad hoc withdrawals, depending on the liquidity of the underlying investments.
  • You cannot make regular or scheduled withdrawals.

Tax

  • Income distributions from collective investment funds may be taxed up to certain limits. The majority of the funds we have selected however do not distribute their dividends.
  • Capital gains tax will be triggered when you withdraw from a fund and sell units.

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.

Contact Glacier

  • English
    +27 21 917 9002
    0860 452 364
    Afrikaans
    +27 21 917 9000
    0860 452 237
  • or
Glacier Financial Solutions (PTY)LTD is a licensed financial services provider.
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