An accessible tax and cost-efficient education investment, offering you a selection of over 200 investment funds with flexible and fixed payment options from as little as R250 per month.
Features and Benefits
- Access to over 200 funds, managed from a range of leading fund managers in SA.
- The flexibility to switch between over 200 investment funds, as often and whenever you like, at no cost.
- Consolidated reporting available on the performance of your investments.
- The option to make lump sum and scheduled payments when investing in the Flexible Investment Plan.
- The more you invest, the lower your plan charges will become as the value of your investment grows.
- Flexibility to add or remove risk protection, as your individual circumstances change, ensuring your children’s education is secured, regardless of what happens to you.
- Skip up to one year’s worth of premiums over the premium payment term, with the Focussed Investment Plan.
- Choose from a range of tax wrappers available, which will prescribe how you are taxed on your investment gains.
- Make ad hoc disinvestments or zero-interest loans from specific funds within your investment, to meet your liquidity requirements.