Max Investments (Retirement)
A Max Investments retirement annuity cuts through traditional product clutter and
inflexibility to help you achieve your personal retirement goals. Benefits and
features include:
- A choice of fixed, or flexible, payment options.tment choice to ensure your money is optimally invested.
- Transparent & competitive fees & charges (42 kb pdf).
- An option to waive initial investment charges (100% of your investment
is allocated to growth from day 1) - see Committed Investment Plan.
- Premium Protection Benefits are available on the Committed Investment
Plan to ensure that your investment goals are met in the event of
disability.
- Access to the international investment expertise of Old Mutual
Investment Group (OMIGNAM).
- While you are responsible for administering tax, contributions to a
retirement annuity are tax deductible (within limits).
- Capital is only available on retirement (or underCapital is only available on retirement (or under special conditions) and the
proceeds must be used to purchase a life or living annuity.
Once you have considered the information below, and would like to invest, please
contact your adviser, Alternatively, email us, and we will get in touch with
you.
Investing in a Max Investments retirement annuity is a simple process. All you
need to do is choose how you want to make your contributions, and select the
appropriate underlying investments.
Step 1 – Select a Payment Plan
There are two payment plans from which to choose – each offering its own
benefits:
Select Investment Plan
This payment plan affords flexibility by allowing for lump sum and scheduled
contributions.
| Investment Minimums: | Scheduled: |
N$ 500.00 / month |
| |
Ad hoc: |
N$ 500.00 |
| Investment Term: |
No contractual investment term. |
Committed Investment Plan
This plan calls for committed premiums for a fixed period, but allows for the
option of 100% investment allocation. This means that you can opt for the
initial investment fees not to be recouped at the outset of the investment,
allowing all your money to be invested from day one.
Note that the 100% investment allocation option does not apply for payments made
via stop order and investments made into certain external (non-Old Mutual)
funds.
| Investment Minimumsyears: |
N$ 500.00 /month |
| |
|
|
| Investment Term: |
Maximum: 25 years. |
Step 2 – Select the Fund/s of Your Choice
Through Max Investments you have access to a comprehensive spread of investment
funds (also known as underlying investments) that enable you to structure a
portfolio that matches your objectives and appetite for risk.
Your adviser will best suggest the fund or combination of funds best suited to
your needs.
Select a category to view funds:
Core Funds
Market Growth Fund Category
Defence Fund Category
Guarantee Fund Category
Extended Fund Range: Internal Funds
Market Growth Fund Category
Defence Fund Categoryright">
|