Identifying a solution
Ways to invest
Types of investment solutions
Addressing your investment needs
Disclaimer: This list is not an exhaustive one and other suitable solutions may have to be considered to meet your investment needs.
Always ensure that your Financial Adviser is registered and mandated to offer a specific investment vehicle.
Unit Trusts
This is a solution that combines the money of many investors and allocates the funds in various asset classes (such as shares or cash). This investment option may provide access to investment opportunities that would not normally be afforded to direct investors.
Tax-Free Savings Accounts
A tax-free savings option is one that is beneficial for your investment needs from a tax perspective.
Endowments
Is a solution that may or may not have a life assured. This means the investment is structured like a policy that holds an underlying investment fund that matures (pays out) after a specified term.
Shares
Direct investment in shares may be possible if you have the appetite for investment risk. Withstanding short term losses for long term growth is an investment trait that is required for this type of solution.
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