The Discovery Dollar Capital Plus Fund
Discovery Invest has just introduced a new structured fund, the Discovery Dollar Capital Plus Fund, which provides investors with exposure to the performance of the US and European equity markets in US Dollars. The Discovery Dollar Capital Plus Fund is based on a global portfolio comprising 30% S&P 500 and 70% Eurostoxx 50 indices, with a minimum return in US Dollars of 40%, if the return of the global portfolio is flat or positive at the end of five years. Some capital protection in US Dollars is provided for falls in the global portfolio of up to 30% during the five-year term. The Discovery Dollar Capital Plus Fund opened on Monday, 22 February 2016. This offer will expire when capacity runs out but will not be available later than 8 April 2016. Please see the Discovery Dollar Capital Plus Fund Factsheet for more information on this special offer. If you are interested in investing in this special offer, please speak to Kevin Yeh or Thato Merementsi to apply, email invest@daberistic.com, Tel 011-658-1333 or 083-633-4671. Introducing the R12/$1 Life Plan Limited Offer! Buy a Dollar Life Plan policy before 31 March 2016, and get a guaranteed exchange rate of R12/$1 on your premium for the next three years! In November 2014, Discovery Life launched the Dollar Life Plan, a first-to-market offshore life insurance policy that offers clients comprehensive risk protection in US dollars. With the Dollar Life Plan, clients can be sure that their risk protection will remain relevant in the long term, regardless of their changing lifestyle needs. Why offshore life insurance makes sense: 1. Sound long-term financial planning With an offshore life insurance policy, denominated in US dollars, clients are protected against the financial impact of a life-changing event – no matter where they may find themselves in the future. 2. Matching liabilities Many clients either have, or could in the future have, offshore liabilities such as a bond, children’s education costs or estate duty in a foreign country. Clients may also be impacted by a fluctuating rand, which typically results in an increase in the cost of goods and services available locally. Risk protection denominated in dollars is therefore critical to ensure that a client’s liabilities are fully matched. 3. Diversification Discovery Life provides an efficient vehicle for clients to supplement and diversify their retirement savings into offshore markets by allowing them to convert their future health and wellness into a tangible offshore financial asset. Clients can further supplement their retirement savings in dollars through three unique features:
The minimum premium on the Dollar Life Plan has been reduced to $50 per month. This allows more clients to access the benefits of an offshore life insurance policy. You can increase the value of the rand with future certainty! For a limited time only, you will be able to pay the premiums on a new Dollar Life Plan at a substantially lower exchange rate than the market. You will be charged a premium based on a maximum exchange of R12/$1 for the first three years of their policy. This is provided that the exchange rate remains less than R20/$1 And if the exchange rate is higher than (or equal to) R20/$1, you will be charged a premium based on an exchange rate that is 20% less than the rest of the market. For more information, refer to this brochure and limited offer technical document. If you are interested in investing in this special offer, please speak to Kevin Yeh or Thato Merementsi to apply, email invest@daberistic.com, Tel 011-658-1333 or 083-633-4671. Source: Discovery Introducing the R12/$1 Life Plan Limited Offer! If you buy a Dollar Life Plan policy before 31 March 2016, you can get a guaranteed exchange rate of R12/$1 on their premium for the next three years! In November 2014, Discovery Life launched the Dollar Life Plan, a first-to-market offshore life insurance policy that offers clients comprehensive risk protection in US dollars. With the Dollar Life Plan, clients can be sure that their risk protection will remain relevant in the long term, regardless of their changing lifestyle needs. Why offshore life insurance makes sense: 1. Sound long-term financial planning : With an offshore life insurance policy, denominated in US dollars, clients are protected against the financial impact of a life-changing event – no matter where they may find themselves in the future. 2. Matching liabilities : Many clients either have, or could in the future have, offshore liabilities such as a bond, children’s education costs or estate duty in a foreign country. Clients may also be impacted by a fluctuating rand, which typically results in an increase in the cost of goods and services available locally. Risk protection denominated in dollars is therefore critical to ensure that a client’s liabilities are fully matched. 3. Diversification : Discovery Life provides an efficient vehicle for clients to supplement and diversify their retirement savings into offshore markets by allowing them to convert their future health and wellness into a tangible offshore financial asset. Clients can further supplement their retirement savings in dollars through three unique features:
You can increase the value of their rand with future certainty! For a limited time only, clients will be able to pay the premiums on a new Dollar Life Plan at a substantially lower exchange rate than the market. Clients will charged a premium based on a maximum exchange of R12/$1 for the first three years of their policy. This is provided that the exchange rate remains less than R20/$1 and if the exchange rate is higher than (or equal to) R20/$1, clients will be charged a premium based on an exchange rate that is 20% less than the rest of the market. Click here for full brochure Source: Discovery |
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