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Would you like a say in how your Retirement Fund is being invested?
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| If the answer is YES, did you know that you can convert your Retirement Annuity, Living Annuity or Preservation Fund to your own unique share portfolio? |
You will still benefit from the fact that all these investments are free of all tax - properly structured, the share portfolio will carry no income tax, Capital Gains Tax or Estate Duty. The PSP can be tailored through a direct relationship with one of our dedicated Portfolio Managers that will sit with you and your Financial Adviser to create a unique portfolio that can reflect the investment requirements of your choice. |
| The managent of your own fund is created using a "PSP" - a Personal Share Portfolio which allows you, with our assistance, to link your investment directly to specific listed securities via a personalised, managed, stockbroking account or a mix of a PSP and unit trusts, wrap funds or offshore funds in one potfolio. |
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| If you would like to discuss this further please complete the contact fields on the right of the page and someone will contact you. |
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