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How well do you know your investment terminology?

28 May 2013 | Investments | General | Julian Dallamore, Liberty

Ever heard of the terms preserver or asset stripping? If you haven’t, you are among a high number of South Africans who have no idea that these are just some of the many terms used in the investment world. Statistics have shown that even affluent investor

As part of Liberty Retail’s annual Investment Challenge aimed at potential and existing customers, Liberty launched an integrated marketing campaign to demystify investment terminology in a fun, light-hearted way, using mainly Facebook as an engagement platform.

“Having asked a significant research sample to correctly match commonly used investment terms with the relevant definitions, less than 45% could do so, which highlights the need for more financial literacy and investment education,” says Julian Dallamore, Liberty Retail Marketing Manager.

“In moving with the digital era, we are connecting with our customers and potential customers in a fun and engaging way through the campaigns Facebook page, liberty grow your know where we are encouraging entrants to give their definitions of the different investment terminology. Customers also stand a chance to win cash prizes for being most innovative when providing their definitions.

Although quirky, the campaign aims to demystify the complex terminology, whilst allowing us an opportunity to educate the entrants on the real meaning of these investment terms.”

Dallamore adds that as a life assurance and wealth management company, Liberty has a responsibility to be a financial coach by providing financial education in a fun, engaging and relevant way.

“We are enabling everyone to make informed and better financial decisions now and in the future,” he adds.

The campaign will run across different media platforms; print, radio and outdoor.

How well do you know your investment terminology?
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