Investments Plans

Clientèle Life Investments, a division of Clientèle Life Assurance Company Limited, services the needs of niche investors, offering 100% Guarantees on Income and Growth Plans where the returns are tax free.
 
Our platform includes a Guaranteed Income Plan and Guaranteed Growth Plan. The minimum investment amount on the Growth plan is R10,000 and the minimum amount on the income plan is R30,000.
 
The policyholder receives a tax-free return in terms of the current legislation. The policyholder fund, administered by Clientèle Life, is liable for all taxes, including capital gains tax (CGT).
  • Income Plan
  • Growth Plan
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  • Guaranteed Income Plan

    The Guaranteed Income Plan is a two-fold investment product where the initial capital is returned to the policyholder after five years and a guaranteed monthly/annual income is provided.
    Minimum investment R30,000.
    Investment term: 5 years.
    Tax-free return.
    Excellent flexibility options.
    Tax Implications
    The policy holder receives a tax-free return in terms of the current legislation at the end of the term. Only the non-capital portion of the monthly/annual annuity is taxable, resulting in the effective tax rate that being substantially lower than other investments where the entire income is taxed.

    Underlying Financial Institutions
    Clientèle Life underwrites the policy. Clientèle Life guarantees the original investment value and the yield thereon. The funds are invested in financial instruments with an A+ or better credit rating, e.g. First Rand, Nedbank, Standard Bank, Investec or ABSA.
    One simple way to apply
    Complete the CALL ME BACK form on the right and we will call you.
  • Guaranteed Growth Plan

    The Guaranteed Growth Plan is an endowment product where the original investment amount, plus the yield at the guaranteed rate for the investment period, is payable to the policyholder at the end of a five-year term.
    Minimum investment R10,000.
    Investment term: 5 years.
    Tax-free return.
    Excellent flexibility options.
    Tax Implications
    The policy holder receives a tax-free return in terms of current legislation. The policyholder fund, administered by Clientele Life, is liable for all taxes, including capital gains tax (CGT).

    Underlying Financial Institutions
    Clientèle Life underwrites the policy. Clientèle Life guarantees the original investment value and the yield thereon. The funds are invested in financial instruments with an A+ or better credit rating, e.g. First Rand, Nedbank, Standard Bank, Investec or ABSA.
    One simple way to apply
    Complete the CALL ME BACK form on the right and we will call you.
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