The Global Recurring Endowment is a unique investment plan that allows you to invest monthly in USD with ease. We are the only company that allows you to invest globally in an endowment on a monthly basis. An endowment is an investment plan that helps you save over the medium to long term, while giving you estate planning benefits and tax-efficient structures.
At a glance
Fees that apply
Discovery feeWe charge a yearly admin fee, which may depend on the size of your investment.
Investment manager feesInvestment managers may charge initial and ongoing fees.
Financial adviser feesYour financial adviser can charge initial and ongoing advice fees.
Please contact your financial adviser for a detailed quote on fees.
Read the relevant Fact File for details of:
The latest fact file might not be applicable to your Investment
Minimum investment amounts
The following applies to you:
5 to 10 years or more
Read our brochure for more information.