Products
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
LIVING ANNUITY
LifeCycle
The LifeCycle Living Annuity is an investment-linked annuity policy underwritten by 27four Life Limited. A living annuity pays you an income in retirement and is suitable for retirees who do not want to purchase a guaranteed life annuity or a with-profits annuity.
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RETIREMENT ANNUITY Fund
LifeCycle
The LifeCycle Retirement Annuity Fund is a personal retirement savings vehicle which allows you to save for your retirement in a tax-efficient manner.
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ENDOWMENT Policy
LifeCycle
The LifeCycle Endowment is an investment-linked policy to assist you in saving towards your long term goals. It supports disciplined investing but at the same time allows you flexibility to change the investment particulars. If you are comfortable with a minimum five-year investment term, want a tax-efficient way to save, and wish to create liquidity in your estate, our Endowment Policy may meet your needs.
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PRESERVATION Funds
LifeCycle
The LifeCycle Preservation Funds are vehicles which are suitable if you have left an employer because of resignation or retrenchment and you wish to preserve the benefit that you have accumulated within your employer’s retirement fund in a tax-efficient manner.
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VOLUNTARY Investment Product
LifeCycle
The LifeCycle Voluntary Investment Product Volantary Investment and can be invested in with your discretionary money.
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