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Our Voluntary Investment Account, Tax-Free Savings Account*, and Endowment Policy, allow our clients to save for various short- and medium-term financial goals, such as buying a home and providing for their children’s education.
We cater for our clients’ longer-term retirement savings needs through our Retirement Annuity Fund and Preservation Funds and provide our Living Annuity Policy as means for clients to draw down on the retirement savings that they have accumulated throughout their lives.
* Coming soon