Global Flexible Investment

The Global Flexible Investment is a lump-sum investment plan that gives you access to your money when you need it, and a wide range of international investment funds to choose from, ensuring you can take advantage of investment opportunities all over the world.

At a glance

Fees

Discovery fee

We charge a yearly admin fee, which may depend on the size of your investment.

Investment manager fees

Investment managers may charge initial and ongoing fees.

Financial adviser fees

Your financial adviser can charge initial and ongoing advice fees.

Custodian fees

Please contact your financial adviser for a detailed quote on fees.

Fact File

Read the relevant Fact File for details of:

Getting tax clearance for this investment
How the Fees work

The latest fact file might not be applicable to your Investment

Minimum investment amounts

USD 10 000

 

EUR 7 500

 

GBP 5 000

 

ZAR 100 000

 
You can make extra contributions to your investment.

Tax

The following applies to you:

Your personal rate of tax will apply to all investment growth
20% on dividends

Investment term

Short - Medium Term
3 to 10 years

Investment guarantees

No guarantee of investment performance

Do you want to protect your investment from life events and poor market conditions?

Read our brochure for more information.

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