Suitable for financial goals:
We want you to become a millionaire!
We want to build a nation of disciplined investors!
R5,500, 10 years, R1,000,000!
How it works
You sign a contract with us to commit to a 10-year investment plan.
The initial investment is R5,500 per month. The monthly investment amount stays the same during the 10-year period. The total cumulative contribution is R660,000.
At the end of the 10-year period, we guarantee to pay you R1,000,000 with the proceeds from your investment policy. The expected maturity value at the end of 10 years is R1,090,000.
If the investment proceeds is less than R1,000,000, we will pay you the difference.
If the investment proceeds is greater than R1,000,000, you receive the full actual investment value.
The investment vehicle we use initially is an Allan Gray Investment Platform. We may change the investment vehicle we use during the contract period at our discretion. When we notify you to change the investment vehicle, you must effect such change within 30 days of notification.
We keep it simple - We select the funds for the challenge, so you don’t have to. During the agreement period, we will constantly monitor the performance and outlook of the funds you have invested in, and advise you to switch investment funds when necessary. You must effect the switches within 30 days of notification.
You may pay the contributions annually or monthly in advance. If you pay annually in advance, you will receive an additional 3%, namely a guarantee maturity value of R1,030,000.
Should you fail to pay the contributions on time, then the guarantee of R1,000,000 falls away. You will then receive the actual investment value of the policy. We will give you a grace period of 14 days to pay the arrears contributions.
Should you breach the contract in any way, then the guarantee of R1,000,000 falls away. You will then receive the actual investment value of the policy.
The projected return of this investment is approximately 10% p.a.
This contract is based on the current Income Tax Act of South Africa. Changes in the Income Tax Act may affect the guarantee of R1,000,000. Any such changes will be communicated to you within 60 days.
This challenge is open to new investors from 1 January 2018- 31 December 2018. We limit it to 50 participants. First come, first serve. The first contribution must fall on or before 1 January 2019.
We will inform you annually on how well your investment is doing against the schedule.
Interested? Please contact our Investment Department on 011 658 1333, or email firstname.lastname@example.org.