Clients can get a higher boost to their initial investment

Our local lump-sum Endowments are medium-to long-term investments that help clients grow their wealth with boosts to their investment.

With our current offer, your clients can enjoy added value with higher boosts on qualifying Discovery funds and Cogence solutions.

 

Turn good behaviours into extra investment benefits

 

Discovery funds

Clients investing in qualifying Discovery funds and Cogence Discovery Dynamic Asset Optimiser funds can get an
upfront boost of up to 24%

Cogence solutions

Clients investing in Cogence solutions (excluding the Cogence Income Fund) and the Discovery Diversified Income Fund can get an
upfront boost of up to 12%

 

This offer is available until 13 December 2024.

 

Grow your business with this campaign

Our comprehensive online platforms are fully equipped with all the essential marketing materials and tools you require. We've prepared everything in advance to streamline your workflow and enhance your marketing strategies.

Simply log in, choose your content, and download or send it with ease.

 
Marketing material

Find all the relevant documents on our Invest Marketing support page (including flyers, brochures, and more) to assist in sales enhancement. Downloadable packs with no branding are also available for independent financial advisers.

Download

 
Email communication

Communicating with your clients has never been easier with Adviser Insights Dashboard. Clients who qualify for the offer will already be listed under your product opportunities, with a pre-set email template ready to send.

 

Download

 
Social media

We have created social media artwork with pre-set captions to support you in promoting this offer on your social media channels. Simply log in, choose applicable platform image size, review, and post.

 

Download

The special offer will be backdated to cases activated from 12 August 2024 and will run until 13 December 2024. Only new lump-sum Endowments written since 12 August 2024 will qualify for the current offer. Clients surrendering an existing product (lump-sum or recurring Endowment, Flexible Investment, Preserver Plan or any withdrawals from the savings component under the two-pot retirement system) will not qualify. All documents must be received, and money must reflect in our bank account, before 13 December 2024 to qualify for the enhanced boosts

This document is meant only as information and should not be taken as financial advice. For tailored financial advice, please contact your financial adviser. Discovery Life Investment Services Pty (Ltd), registration number 2007/005969/07, branded as Discovery Invest, is an authorised financial services provider. All life insurance products are underwritten by Discovery Life Ltd, registration number: 1966/003901/06, a licensed life insurer and an authorised financial services provider and registered credit provider, NCR registration number NCRCP3555. All boosts are offered through the insurer, Discovery Life Limited. The insurer reserves the right to review and change the qualifying requirements for boosts at any time. Product rules and terms and conditions apply.

 
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