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:
When you can access your money before five years
Going over your Single Discretionary Allowance
How the Fees work
The latest fact file might not be applicable to your Investment
Minimum investment amounts
$200
You can make extra contributions to your investment.Tax
The following applies to you:
30% on investment growth
20% on dividends
12% on capital gains
No tax at the end of your investment*
Investment term
Short - Medium Term5 to 10 years or more
Investment guarantees
No guarantee of investment performance
Read our brochure for more information.