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1lIfe and wealthport global fixed return & growth protector - issue 48
The security afforded to you on this investment, is encompassed in the relationship between the partners. 1Life, the number one direct life insurer in South Africa, is the underwriter of this product. Absa, one of the top four banks in South Africa is the issuer, product provider and guarantor of the product, and Wealthport, recognised as the Best Linked Investment Service Provider (LISP) platform, for 2017 and 2018 at the Annual Africa Structured Products and Alternative Investments Awards, is the company administering the product.
- Tax-free nature of returns as the policy is issued within an endowment wrapper.
- 40% of the initial investment earns a protected return of 8.25 % p.a. (simple interest) tax free, paid after 3 years.
- Enhanced return linked to the MSCI Business Cycle Clock Factor Select ER Index, on the capital after 5 years. The remaining 60% of the investment will be paid back, plus at least 150% participation in any positive Index Performance. Index Performance will be capped at 50%.
- ZAR/USD FX exposure on any growth
- Offshore equity exposure via cutting-edge index exposure
- Minimum investment amount of R100 000
- 100% Capital Protection
Application Closing Date: 10 August 2021
Investment Start Date: 17 August 2021
Wealthport presents the Absa Global Defined Returns Retirement Protector - Issue 4
Wealthport is proud to present, in partnership with Absa & 1Life, a new structured product available for purchase within a Living Annuity.
The Global Defined Returns Retirement Protector offers you attractive fixed returns, and at the same time the benefit of geared exposure to any positive growth of global stock markets, all in one single fully capital-protected South African rand (ZAR) investment. In addition, it also offers some exposure to the ZAR/US Dollar exchange rate on any growth at maturity.
The Investment is available exclusively in a Wealthport Market Linked Living Annuity policy.
- 25% of the initial investment amount earns a fixed return of 12.60% (simple), paid into the policy after 1 year.
- Another 25% of the initial investment amount earns a fixed return of 25.20% (simple), paid into the policy after 3 years.
- The remaining 50% of the initial investment amount will be allocated to an Equity Index Investment for 5 years.
- Some exposure to foreign currency.
- 100% Capital protection, if held to maturity.
Application Closing Date: TBC
Investment Start Date: TBC
Absa Twin Fixed Return and Growth Protector – Issue 26
As a valued advisor we are excited to offer your clients an opportunity to take part in the Twin Fixed Return and Growth Protector – Issue 26 (1/3/5) investment via the Wealthport platform. Wealthport is able to facilitate structured product investments via our platform, and proud to offer this in partnership with Absa
- Suitable for Corporates and Non-Taxed Entities.
- 100% Capital Protection in ZAR on your initial capital irrespective of the performance of the underlying Index.
- Enhanced Returns 150% Participation Rate in the positive returns of the Equity Index.
- USD:ZAR Exposure, any positive return from Index will be augmented if ZAR has depreciated against USD over the term – vice versa for ZAR appreciation. Initial capital is not exposed the USD:ZAR.
- Offshore Diversification, diversified to global equity across 16 developed markets and 11 sectors.
- Term to Maturity, a 5-year investment.
- Minimum Investment Size, ZAR500 000 (Five hundred thousand rand).
- Investment Vehicle, Investment Account.
- Fee and Charges, Refer to Investment Schedule
- FSCA License Category, financial advisors need the following FSCA license – Category: 1.8 Shares.
