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Investments Plans

Investment Solutions FAQ's


Q What products are on offer and what is the term?
A
The Guaranteed Income Plan and the Guaranteed Growth plan is on offer with a minimum investment amount of R 30 000 and R 10 000 respectively. The investment term is 5 years.
Q Who can invest in these products?
A
The Guaranteed Growth Plan: Individuals or Trusts. The Guaranteed Income Plan: Individuals or Special Trusts.
Q What are the main benefits of these products?
A
  • The policyholder receives a tax-free return in terms of current legislation.
  • Partial and full surrender options are available after 12 months should the need arise to access any funds.
  • Excellent death benefits where the beneficiary has the option to either continue with the policy or submit a death claim.
  • The investment rate is guaranteed for the 5 year term.
Q Who underwrites these policies?
A
Clientèle Life underwrites these policies and the funds are invested in financial instruments with an A+ or better credit rating, e.g. ABSA, RMB, Standard Bank, Nedbank, etc.
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