Category Investments

Give your clients the edge – with the Sanlam Wealth Edge Endowment Plan

09 July 2019 Glacier

Glacier’s recently-launched Wealth Edge Endowment Plan is a five-year, tax-efficient investment solution which offers a boost to the initial net investment amount, a reward for staying invested and optional protection to limit losses in a declining market.

Benefits at a glance:

• Additional 8% allocation – on the initial net investment amount, giving your clients the edge from day one.
• Investment guarantee – protect investments against potential market downturns with an optional unit price guarantee.
• Loyalty bonus – Incentivises clients to remain invested with a loyalty bonus after five years.
• Easy investing – Access a carefully curated list of risk-profiled solution funds to make portfolio selection easier than ever.

The Sanlam Wealth Edge Endowment Plan is an ideal solution to help investors target tax-efficient growth.

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