Current offers

 

A weakening rand and volatile exchange rates create an ideal opportunity for your clients to invest offshore. Our offshore plans give your clients access to a wide range of global funds, managed by leading international fund managers. It also allows clients to diversify their investments through exposure to different currencies and economies

Clients can get even more value from offshore investing with our current offer

We have current offers available on our offshore plans that allow clients to invest more money in offshore funds and save on fees:

  • When clients invest in a Discovery lump-sum Offshore Endowment, they get an upfront boost of 10% to their investment. With our current offer, they can also get a 50% discount on trustee and custodian fees. This offer is available from 1 September 2019.
  • When clients invest in a Discovery Endowment Plan or Living Annuity they can now invest more offshore. The current offshore investment limit is 30%, but with this limited offer, clients can now allocate up to 50% offshore. This offer is available from 19 August 2019 to 24 October 2019.

These current offers give your clients the opportunity to invest more offshore and to save on fees.

Your clients can get a 100% gross return1 with the Discovery Capital 200+ Fund

Diversify your clients’ portfolios with the Discovery Capital 200+ Fund. With a global portfolio linked to US and European Equity market, your clients can get enhanced upside returns with downside protection, hedged to currency movements. Clients will get a 100% gross return1 if the global portfolio return is positive at the end of five years. If the global portfolio performs higher than 100% over five years, clients will also receive any upside above that level.

What happens if there is a negative return?

There is also downside protection for falls in the global portfolio of up to 30%, guaranteeing the initial capital back gross of fees after five years1. If the global portfolio falls by more than 30% at any point during the five year investment period, the downside protection will fall away and clients will be exposed to the return of the global portfolio.

This offer is available on our lump sum Endowment Plan from 16 September 2019 to 24 October 2019.

Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life assurance products are underwritten by Discovery Life Ltd, registration number 1966/003901/06, an authorised financial service provider and registered credit provider, NCA registration number NCRCP3555. Product rules, and terms and conditions apply.

1Before the effect of Discovery administration fees, initial and ongoing financial adviser fees, withdrawal fees and taxes, where applicable.
2 Figures are indicative. Final terms are subject to market conditions at date of trade. Investors are also subject to any default risk or restructure of the issuer, BNP Paribas Arbitrage Issuance B.V and the guarantor, BNP Paribas SA.

The minimum return of 100% over five years represents the return of the Capital 200+ as a fund within the Endowment Plan and is, therefore, calculated before the effect of any Discovery administration fees, initial and ongoing financial adviser fees, withdrawal fees and taxes, where applicable. Figures are indicative. Final terms are subject to market conditions at date of trade. Investors are also subject to any default risk or restructure of the issuer, BNP Paribas Arbitrage Issuance B.V and the Guarantor BNP Paribas SA.

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