Lump-sum Global
Endowment

The Global Endowment is a medium-to long-term investment that gives you access to a wide range of international investment options. It provides you with a simple solution to hold international assets.

 

Features of a lump-sum Global Endowment

Invest below the prevailing exchange rate and get maximum efficiency through optimal tax and estate structuring, investment liquidity and cost-effective international options.

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Realistic expectations of the risks and rewards

When you take out this investment plan, you can effectively invest at a better exchange rate than what is available in the market, if you invest in qualifying investment choices. If you already have money offshore, you can invest with us and still get an equivalent enhancement to your investment from this feature. You must remain invested for 10 years to receive this benefit.

Estate planning and international trust benefits

Our Global Endowment forms part of your South African estate, and therefore it avoids the complications which could arise from having part of an estate located in another country. It also gives you access to an international trust at a cost-effective price, and you can get a refund of up to 50% of the yearly trust fees after five years.

Tax efficiency

We take care of the tax administration (calculation, collection and payment to SARS) on your behalf, which makes the tax process much simpler. Taxation on endowments may also result in lower tax for investors who have higher marginal tax rates. Tax is calculated in US dollars.

Competitive fees

We charge a single, competitive yearly admin fee, which depends on the total value of all your Global Endowments. This fee includes trustee fees, custodian fees and international administration fees.

Flexibility through multiple owners and beneficiaries

The Global Endowment may be owned by multiple owners. In addition, multiple beneficiaries and types of beneficiaries can be nominated, which allows for the investment proceeds to pass to the beneficiaries without the need for international probate.

Access to your investment

You can make multiple withdrawals from this investment during the initial five-year period, and unlimited withdrawals thereafter.

You can invest in US dollars (USD), British pounds (GBP) or euros (EUR).

The minimum investment amount for each currency is:


USD 25,000

 


GBP 20,000

 


EUR 22,000

 


ZAR 375,000

Other global investment plans

Global Flexible Investment

The Global Flexible Investment is a lump-sum investment plan that gives you access to your money when you need it, and a wide range of international investment choices to choose from, ensuring you can take advantage of investment opportunities all over the world.

Recurring Global Endowment

The Recurring Global Endowment is a unique investment plan that allows you to invest monthly in USD with ease.

Global flexible investment one pager Recurring global endowment one pager

Our wide range of investment choices

You can use our wide range of investment choices to structure a global investment portfolio that suits your needs. The range also includes risk-profiled portfolios, share portfolios and structured solutions, managed by the world's leading global investment managers.

Offshore
education

Visit our comprehensive and insightful offshore investment info hub to help you make more informed financial choices - and get the most out of your hard-earned money. Empower yourself by learning why - and how - global investing done right can help you achieve the financial future you dream of.

 
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