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Investing Offshore

Our Products

Unit trusts allow investors to invest money in a portfolio by pooling their money with other investors.

Unit Trusts

A retirement annuity is a tax efficient savings investment for individuals wanting to save for retirement

Retirement Annuities

An endowment is a tax efficient savings investment for individuals wanting to save

Endowments

A preservation pension fund is used by individuals to preserve pension fund savings benefits

Preservation Pension Funds

A preservation pension fund is used by individuals to preserve pension fund savings benefits.

Preservation Provident Funds

When an investor retires from the usual funds, he/she needs to purchase a regular retirement income investment

Living Annuities

South African residents may invest up to R4 000 000 offshore per annum.

Offshore Investments