12.5%-26% Entry Bonus
If you are thinking of investing over periods of 5 years or 10 years, then you should most definately consider using our advisor portal, because you will get between 12.5% and 26% bonus from day one on your investment.
Invest in the top portfolios and even on platforms of the top investment companies.
- You decide to invest R1 000 0000 over a period of 10 years.
- You instantly get at least R125 000 ADDED to your investment. This amount is even guaranteed to grow with 6% per annum.
- Your investment amount will be invested in your selected funds from the best performing choices in the market.
Contact us to find out more about this fantastic investment platform.
See Example:
Increase your investment |
|
||||||
|
|||||||
|
|
|
|||||
|
|
|
|||||
Inputs |
|
|
|||||
|
|
|
|||||
Selected fund |
|||||||
Comparative LISP annual dministration fee percentage (including VAT)* |
|||||||
Lump sum contribution amount |
|||||||
LIFE PLAN |
No LIFE PLAN |
||||||
*Certain LISPs will reduce their annual administration fees for specific funds due to the fund manager providing a fee rebate. Enter a comparative LISP platform fee after deducting the fund rebate. For funds where this Investment platform receives a rebate these rebates are automatically included in the growth of the fund. |
|||||||
This valuator uses actual historical 5 year return data for the chosen fund up to: |
Wednesday, July 31, 2013 |
||||||
|
|||||||
Upfront Investment details |
|||||||
|
|
||||||
Upfront Investment (percentage) |
12.5% |
||||||
Upfront Investment (Rand value at inception) |
R125 000 |
||||||
Upfront Investment payout after 5 years |
R83 639 |
||||||
Upfront Investment payout after 10 years |
R111 928 |
||||||
|
|
|
|||||
Five year back tested results based on actual historical fund returns |
|||||||
|
|
|
|||||
|
Recommended Investment Plan |
Normal LISP Platform |
|||||
Investment value after five years including half of the Upfront Investment |
R1 671 651 |
R1 576 772 |
|||||
Upfront Investment to be paid |
R83 639 |
R0 |
|||||
Total |
R1 755 290 |
R1 576 772 |
|||||
|
|
|
|||||
Rand value difference between the Plan and the external LISP platform |
R178 519 |