Clients can grow their wealth even more with the Discovery Capital 220|300+ November tranche

The Discovery Capital 220|300+ is a five-year product that provides clients with exposure to equity markets in the United States of America, Europe, Asia and Australia. The growth of the product depends on an underlying global portfolio which consists of 20 US, European, Asian and Australian companies.

With the Discovery Capital 220|300+, clients can now get 120% growth (20% higher than the original growth) if the global portfolio is flat or positive at the end of the five years, and 200% growth if the global portfolio grows by more than 40%.

 

The growth clients can get

Clients will now get 120% growth (20% higher than the original growth) if the global portfolio is flat or positive at the end of five years.

If the global share portfolio grows by 40% or more, over the same period, they will get 200% growth.

If the global share portfolio goes up by more than 200% over five years, clients will also receive any additional growth above that level.

Clients will also receive conditional downside protection

 
DOWNSIDE PROTECTION

Clients will get downside protection, unless the global share portfolio falls by more than 30% at any point during the five-year investment period. If the global share portfolio falls by more than 30% from its initial level at any point during the five-year investment period, the downside protection will fall away. The downside protection will provide clients' initial capital back.

The growth, conditional downside protection or any other resulting return is before the effect of advice fees, Discovery admin fees and taxes where applicable. These fees and taxes will affect the final return.

Clients can enjoy the current offer boost of up to 24% on their investment

24% BOOST

In addition to the return of the Discovery Capital 220|300+ Fund, clients can get a boost of up to 24% on their investment if they take out a new Endowment. This offer will be backdated to all cases activated from 12 August 2024 and is valid until 13 December 2024.

Clients will receive a portion of the boost after five years, and the rest of the boost after 10 years.

For clients with an existing Endowment, the boost will not apply to transfers into the Discovery Capital 220|300+ Fund from non-qualifying funds.

 

The Discovery Capital 220|300+ (November 2024 tranche) will be available on our lump-sum Endowments until 22 November 2024.

 

Grow your business with this campaign

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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.

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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.

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Social media

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Growth, conditional downside protection or any other resulting return is before the effect of advice fees, Discovery admin fees and taxes where applicable. These fees and taxes will affect the final return.

The downside protection falls away if the global portfolio falls by more than 30% from its initial level at any point during the five year investment period.

Please note that the boost will not apply to the Discovery Capital 220|300+ Fund if your client's investment was previously in funds that did not qualify. The full boost pays out over 10 years, with a portion payable after five years. Please see the Endowment Plan fact file for the full terms and conditions of the boost.

The Discovery Capital 220|300+ is not a unit trust. Therefore, this fund is not regulated by the Collective Investment Schemes Control Act 45 of 2002.

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.

The growth over five years, before the effect of fees and taxes, represents the return of the Discovery Capital 220|300+ as a fund within the Endowment Plan and is; therefore, before the effect of any Discovery administration fees and initial and ongoing financial adviser fees, if they apply. Information contained in this document is indicative. The final terms depend on the market conditions on the date of trade and will be defined in the term sheet. Investors are also subject to any default risk or restructure of the issuer BNP Paribas BV and the guarantor BNP Paribas.

 
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