* The Life Plan Optimiser boost is an increase to your retirement savings. It assumes that you invest 100% in Discovery funds. It also assumes a retirement age of 65, unless you are older than age 55 then the boost will be based on a term of 10 years to retirement. It also assumes that there is no servicing done after 29 March 2018 on the Life Plan and Discovery Retirement Optimiser.
** This 20% boost assumes that you invest 100% in Discovery funds. It also assumes that there is no servicing done after 3 April 2018 on your Life Plan and your lump-sum Endowment Plan.
*** The retirement income boost percentage depends on the amount of retirement income that you withdraw yearly, your Vitality status, and the percentage of Discovery funds that you are invested in.
**** The 100% return on the initial unit price is before the deduction of any Discovery administration fees, initial and ongoing financial adviser fees, withdrawal fees and taxes, where applicable.
Nothing contained herein should be construed as financial advice, for any advice related matters please contact your financial advisor. 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 Reg No. NCRCP3555. Product rules and Terms and Conditions Apply.