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Shimanda Capital | Max Investment Plans – Unit Trusts
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The benefits of Old Mutual Max Investments

 

  • Payment flexibility – you can select to pay premiums as and when convenient (these can include lump sum and scheduled investments) in the Select Investment Plan or you can commit to a regular program of saving using the Committed Investment Plan.
  • The option of 100% investment allocation on the Committed Investment
    Plan – so all of your money can start working for you from day one.
  • Lower charges.
  • Tax efficiency.
  • Value for money.
  • Premiums can be directed into one or a combination of investment funds.
  • Premium Protection Benefits are available on the Committed Investment
    Plan to ensure that investment goals are met in the event of death and/or
    disability.
  • Investment expertise – you have automatic access to the funds managed
    by Old Mutual Asset Managers – and can take advantage of their proven track record and investment expertise.