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
Fees that apply
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:
The latest fact file might not be applicable to your Investment
Minimum investment amounts
$200

Tax
The following applies to you:
Investment term

5 to 10 years or more
Investment guarantees
Read our brochure for more information.