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Authorised Financial services provider: FSP licence nr 22179
This is an investment vehicle that allows you to contribute monthly or a lump sum or both. After 5 years the proceeds of an endowment can be taken as a tax-free withdrawal.
For you as an investor the biggest advantage of this product is that any growth or withdrawal will be exempted from tax. A tax-free saving gives you flexibility, as you don't have to commit to any fixed future contributions or a fixed term and you have a choice of either a lump sum or monthly instalment. The maximum contribution allowed is up to R33 000 in one tax year and R500 000 in the investor’s lifetime.
Globalwise Financial Services has partnered with Investec to offer you a cash solution that gives you a higher daily interest rate than any retail bank, on money that is immediately available. The Investec’s Corporate Cash Manager account gives you instant access to you funds, while ensuring you benefit from a highly competitive rate.
Globalwise Financial Services wrap-funds are actively managed to give you as the investor the highest possible return on your investment, given your risk profile. We select and combine only skilled asset managers and in so doing, offers you a holistic and competitive solution that is positioned to achieve your stated investment goals, in an ever-changing marketplace.
Globalwise Financial Services has quarterly meetings with Glacier’s portfolio management team to assure that the fund selections in the Globalwise wrap funds’ adhere to every portfolios investment mandate.
Following a structured and disciplined process in managing the wrap-funds, ensures a consistent performance over time.
Globalwise Financial Services partnered with Sanlam Private Wealth, because of their ability to put together a tailor-made share portfolio that best suites our high net worth clients. Sanlam Private Wealth is a member of both the JSE Securities Exchange and Safex and have operations in the SA, UK, Australia, Cayman Islands, Mauritius and Switzerland.
A share portfolio through Sanlam Private Wealth can include a personal equity portfolio, retirement portfolio or offshore investment portfolio through their global stock broking service.
When an offshore share portfolio is used, investors don’t create an offshore estate, which means they don’t need an offshore will nor do their beneficiaries need to appoint an international legal representatives to help wind up their offshore estate, which in most instances is both costly and time consuming.
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