Clientèle Wealth Plan
Choose the Clientèle Wealth Plan and benefit from saving money each month!
The Clientèle Wealth Plan is a long-term investment Plan (20 years) managed by professional fund managers who will invest in shares on the Johannesburg Stock Exchange as well as other assets such as cash or property.
From R350 per month, choose the Clientèle Wealth Plan and benefit from saving money each month!
Earnings Guaranteed Benefit: Upon an IFA’s death or total and permanent disability, a lump sum equal to 12 months’ IFA earnings, as per the month prior to the claim event, is paid. In addition, a payment equal to the last monthly earnings earned will be paid monthly for 2 years thereafter. If this is your first product, the first R25.00 of your premium will cover the cost of the Earnings Guaranteed Benefit.
Investment Booster provided no claim or surrender has been submitted in the relevant period: The last 120 Earnings Guaranteed Benefit Premiums paid will be added (without interest) to your Investment Account after each 120 Earnings Guaranteed Benefit Premiums paid.