Boost your Discovery investment
If you are a Discovery Life and Vitality member you have the opportunity to reduce your fees and increase your benefits through one of the Discovery Integrators:
Investment Integrator
The Investment Integrator offers unparalleled benefits to your Endowment Plan by capitalising on the tax and health assets created by the Discovery LIFE PLAN and Discovery Vitality.
There are two Investment Integrators available for you to choose from:
- The Offshore Upfront Investment Integrator: Provides a boost of 10% to your offshore investments
- Upfront Investment Integrator: Provides a boost of up to 26% on your lump sum contribution to your Endowment Plan.
- As and When Investment Integrator: Refunds up to 100% of all fees on your Endowment Plan.
For investors who do not have a Discovery LIFE PLAN the Fee PayBack rewards investors for focussing on long-term investing through a recurring premium Retirement Plan or Endowment (where upfront commission was taken) by refunding 55% of Discovery's administration fees plus growth at the end of 10 years and every five years thereafter.
| Learn more Offshore | English |
| Afrikaans | |
| Learn more Endowment | English |
| Afrikaans | |
| Learn more Investment integration | English |
Annuity Integrator
Discovery Invest offers you the opportunity to use the value of your Discovery LIFE PLAN to enhance your retirement savings with the Annuity Integrator by:
- Increased retirement income
- Protection against out-living retirement capital
- Enhanced funding in the event of ill-health
- Protection against poor performance of the underlying investment
The Annuity Integrator is available to investors with a Discovery LIFE PLAN, and at a cost of 1.00% - 1.14% per year to investors who do not have a Discovery LIFE PLAN.
| Learn more | English |
| Afrikaans |
