We reward you for saving with our Flexible Investment Plans

 


Your financial adviser will be in touch with you

Our unique shared-value model rewards you for taking responsibility for your financial future. Our investment plans have unique benefits that reward you for saving for longer, the more you invest and the healthier you get.

 

Unique benefits on our Flexible Investment Plans:

01 | You can receive a discount of up to 100% of your administration fees on your investment.

02 | If you have a Flexible Investment Plan, you can receive a yearly increase to your retirement boost* on your lump-sum Retirement or Preserver Plans.

03 | To protect you against underperformance you receive an upfront boost of 10% on qualifying Discovery funds, and 7.5% on other funds. A portion of this boost is paid into your investment after five years if the funds chosen underperform relative to other funds in their sector over the five-year period. The rest is paid into the investment after 10 years.

Terms and Conditions apply.

* Retirement Upfront Investment Integrator

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