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1Life and Wealthport presents the Global Fixed Return and Growth Protector Issue 62
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.
- 40% of the initial investment earns a protected return of 11.47% p.a. (simple interest) after tax, 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: 11 AUGUST 2022
Investment Start Date: 18 AUGUST 2022
Absa Twin Fixed Return and Growth Protector – Issue 48 (1/3/5)
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 48 (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 Corporate and Investment Bank.
- Suitable for Individuals, Trusts, 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.
- After 1 year : Receive a quarter of your money back plus a fixed return of 24.50%, based on that quarter of your money.
- After 3 years : Receive a quarter of your money back plus a fixed return of 49.00%, based on that quarter of your money.
- After 5 years : Receive the other half of your money back plus 150% uncapped participation (with FX) to any positive performance in the global developed market index, based on half of your money.
- 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.
- Fees and Charges - Refer to Investment Schedule.
- FAIS License Category - Financial advisers need to be Fit and Proper for the following: Subcategory of Financial Product: 1.8 Shares.
Application Closing Date: 10 AUGUST 2022
Investment Start Date: 17 AUGUST 2022
INVESTEC RAND EURO STOXX 50 AUTOCALL
As a valued advisor we are excited to offer your clients an opportunity to take part in the Investec Rand Euro Stoxx 50 Digital Plus equity investment via the Wealthport platform. Investec Bank Limited is the liquidity provider, issuer and market maker. Wealthport is able to facilitate structured product investments via our platform, and proud to offer this in partnership with Investec.
- Wealthport would require the following to process an application, to be received by COB on the 10th of June 2022.
- Structured Product application form.
- FICA as per FICA requirements list.
- Signed Term Sheet .
- Please note the license requirements in order to sell this product.
- Receipt of investment amount into the applicable Wealthport bank account.
Application Closing Date: 10 June 2022
Investment Start Date: 15 september 2021
WEALTHPORT PRESENTS THE GLOBAL DEFINED RETURNS RETIREMENT PROTECTOR ISSUE 5
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 21.55% (simple), paid into the policy after 1 year.
- Another 25% of the initial investment amount earns a fixed return of 43.10% (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.
- Required Documentation:
- For existing Wealthport Market Linked Living Annuities:
- Wealthport Switch Form.
- Signed Absa Term Sheet (all pages).
- For new Wealthport Market Linked Living Annuities:
- Wealthport Market Linked Living Annuity Application Form.
- Signed Absa Term Sheet (all pages).
- FICA as per FICA requirement list.
- Transfer In Documentation for a Section 50 or Retirement Transfer In.
