Our global investment plans

We offer four global investment plans, tailor made to suit your investment needs. These plans offer benefits to help you reach your investment goals and ensure your financial security. See below for more information on our plans.

Our lump-sum Global Endowment

An endowment is an investment plan that helps you save over the medium to long term. Our Global Endowment allows you to invest offshore below the prevailing exchange rate, which means you get more out of your investment. Tax administration is effortless, there are significant estate planning advantages and you can access your investment when you need to.

You can invest in US dollars (USD), British pounds (GBP) or euros (EUR). The minimum investment amount for each currency is:
USD 25 000
EUR 22 000
GBP 20 000
OR
ZAR 375 000

Other global investment plans

Global Recurring Endowment

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.

Global Discovery Retirement Optimiser

The Global Discovery Retirement Optimiser allows you to save for retirement in US dollars and convert your unused life cover from your Discovery Dollar Life Plan into tax-free income in retirement, through a benefit called the Dollar Life Plan Optimiser. Through shared value, you can also benefit from fee discounts to help you save towards the international retirement you aspire to.

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 choices to choose from, ensuring you can take advantage of investment opportunities all over the world.

 
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