collective investment scheme
Endowments are taxed at a fixed rate of 30% in the hands of the life company, making them more tax-efficient than unit trust investments for higher tax brackets. They also facilitate estate planning by allowing investors to nominate beneficiaries, ensuring
Endowments are complex investment policies that generally cater for investors with a marginal tax rate of 30% or more and can also make useful estate planning tools. As the policyholder, you can elect who the life assured and nominate beneficiaries
Direct offshore investing can be used effectively if you intend to access the money in the offshore jurisdiction in which you are invested, such as if you plan to retire abroad or send your children to an overseas university. Direct
Whereas the risk of a Money Market Account is limited to a single bank, Money Market Funds are well-diversified across numerous institutions. It is the job of the fund’s asset manager to actively seek appropriate investment opportunities in order to
Once you have chosen a provider and investment platform, you will need to select an investment strategy that is appropriate to your needs. In this regard, there are a number of factors to be taken into account including your investment
