Sharing 10 years of investment excellence with you

 

Our latest offers

Over the past 10 years we have created exceptional value for our clients through our unique shared-value model. Our investment plans reward clients for saving more, getting healthier and remaining invested for longer. So far we have created over R5.5 billion in value for our clients. In celebration of our 10 year anniversary, we have created offers to give our clients even more value.

Your clients can pay 0% administration fees on all funds for a year

To give clients a better start to their investment journey, this offer allows clients to pay 0% administration fees on all funds for a year on the following investment plans:

  • Lump-sum Discovery Retirement Plan
  • Discovery Preserver Plan
  • Linked Retirement Income Plan
  • Classic Flexible Investment Plan.

Download the campaign pack.  

Valid from 6 November to 31 March 2018

Give your clients an additional 10% retirement income for three years

The Fixed Retirement Income Plan provides clients with an income for life. With this offer, clients can receive an additional 10% to their retirement income for the first three years.  

Download the campaign pack.  

Valid from 6 November to 31 March 2018

Convert your client’s life cover into additional retirement income

The Discovery Retirement Optimiser allows clients to convert their unneeded life cover into tax-free cash payments in retirement through a benefit called the Life Plan Optimiser. This offer enhances the Life Plan Optimiser amount by multiplying it by 1.2.

Download the campaign pack.  

Valid from 6 November to 31 March 2018

 
 

Discovery Life Investment Services (Pty) Ltd branded as Discovery Invest is an authorised financial services provider. Registration number 2007/00596/07.

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